Sykes and Ray Equities India Ltd
AUM (Cr.)
124.73
No. of Clients
82
No. of Investment Approach
1
As On
31 August 2024
Sykes & Ray Equities promoted passionately by its Chairman - Mr. Yogesh R Gupta and Managing Director - Mr. Anup R Gupta, has evolved over a period of time. Its emergence has happened principally due to the inspiring and dynamic leadership of our core management team. Since 1990 SRE has undergone a metamorphosis from being a traditional proprietary concern to a professionally managed company, hiring and retaining meticulous and experienced personnel. Our group has matured from a handful of dedicated employees in the early 90's to over 200 till date. Moreover SRE is one of the foremost retail stock broking service entities on the country's two major exchanges. It has strong presence in over 140 locations across India through a network of business associates and branches. The company has also endeavored to reach out to Indians across the globe by setting up an independent NRI DESK. Thus SRE has constantly and consistently strived to grow and better itself without compromising on the quality of services it provides, a rare quality that clients have come to expect from SRE.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
SRE Shield |
LARGE & MID CAP | 34.87% | 19.93% | 14.94% | 17.07% | 13.49% |
* Returns are as on 31st August 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
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