Dalal & Broacha Portfolio Managers Private Limited operates as a wholly-owned subsidiary of Dalal & Broacha Stock Broking Private Limited, which serves as the Sponsor. Established in 1961 by Priyakant Dalal, the Dalal & Broacha group boasts over fifty years of operational experience within the financial services sector. Headquartered in Mumbai, the firm is a comprehensive, pan-India financial services provider. It delivers a diverse array of financial solutions tailored to meet the varied requirements of its clientele. These services encompass Equity Advisory, Portfolio Management Services (PMS), the distribution of Mutual Funds and other third-party products, and Fixed Income Securities. The fundamental investment strategy adopted by the firm prioritizes a long-term perspective. This approach is designed to mitigate speculative risks, thereby safeguarding client capital and fostering consistent growth opportunities. Presently, Dalal & Broacha manages assets aggregating approximately ₹1850 Crores.
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| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| Long Term Growth | Multi Cap & Flexi Cap | -4.88% | 19.23% | 14.39% | Aug 2007 |
Past performance is not indicative of future results. Returns are subject to market risks.
| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| D and B India Opportunities Multi-cap Fund | Multi Cap & Flexi Cap | -4.39% | 17.72% | 12.57% | Dec 2019 |
AIF investments carry market risks. Please read scheme documents carefully.
Director & Senior Fund Manager
The equity research division at Dalal & Broacha, consisting of six professionals, was established by a Chartered Accountant who joined the firm over fifteen years ago. Prior to his tenure at Dalal & Broacha, he accumulated several years of experience in corporate planning and financial management. His overall expertise in the equities market spans more than 35 years.
Fund Manager
Possessing qualifications in engineering and management, Nawaz previously served as the Head of Research at IDBI Mutual Fund prior to his commencement at D&B in February 2019. His professional career spans over 17 years in the equities domain.
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SEBI Registration: INP000001975
Registered Office: 506 Maker Chambers V,221 Nariman Point,Mumbai,Maharashtra,India-400021
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
