o3 Capital PMS or Portfolio Management – Performance, Cost, Support & more
o3 Capital PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.
Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.
The o3 Capital Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
o3 Capital PMS - Snapshot
Total AUM
1 Year Return
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Active Clients
o3 Capital Portfolio Management Review & Ratings by Franchisebyte
Portfolio Performance
Fees
Experience
Support
Facilities
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Star Rating
Overview of o3 Capital Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
o3 Capital PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
o3 Capital PMS Charges or Cost
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Variable AMC
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Exit Load 1st Year
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o3 Capital PMS Investment Strategies
| Strategy Name | Core Value Strategy – Concentrated Option | Core Value Strategy – Regular Option | Special Situations Portfolio |
| Start Date | 15-Apr-19 | 14-May-19 | 01-Aug-22 |
| Category | Multi Cap | Multi Cap | Small Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Rs.646.1 Cr. | Rs.646.1 Cr. | Not Disclosed |
| No. of Stocks | 15 | 22 | Not Disclosed |
| 1 Yr. Return | 35.29% | 39.83% | 40.37% |
| 3 Yr. Return | 16.57% | 20.98% | NA |
| 5 Yr. Return | 17.88% | 19.48% | NA |
| Fund Manager | Mr. E. A. Sundaram | Mr. E. A. Sundaram | Mr. E. A. Sundaram |
Top Portfolio Managers of o3 Capital Portfolio Management Services
#1
o3 Capital Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
o3 Capital Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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o3 Capital PMS - SEBI Details
SEBI Reg. No.
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Email ID
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o3 Capital Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
o3 Capital Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
o3 Capital PMS Backoffice or Dashboard Link
Web Platform
