COMPARE PMS SCHEMES| Category | Small AND Mid Cap | Small AND Mid Cap | |
|---|---|---|---|
| AUM (₹ cr) | 6.00 | 20.83 | |
| Fixed Fee | 1.50% | 2.50% | |
| Variable Fee | 0.75% | 1.50% | |
| Hurdle Rate | 10.00% | 0.00% | |
| Profit Sharing | 15% Profit sharing above 10% Hurdle | 20% Profit share on profits | |
| Benchmark | S&P BSE 500 TRI | Nifty 50 TRI | |
| Portfolio Age | 3 years, 2 months | 11 years |
 Ashish Jagnani |  Gautam Berry | ||
| Profile | Ashish Jagnani joined HDFC Asset Management Co in April 2025 as Portfolio Manager for PMS Investments.25+ years of experience in Equity markets; Managed discretionary Equity portfolio's having Concentrated portfolio strategies, Multi-cap, Small-cap and Thematic portfolios.Good understanding of different portfolio management strategies for balancing risk and liquidity.Witnessed different market cycles + knowledge of global and technical factors affecting capital markets. Prior to joining HDFC AMC he was at Kotak Mahindra Asset Management or over 7+ years;Fund Manager, Alternative Assets i.e Discretionary Equity Portfolio’s and AIF CAT-3 strategy.Has a strong Research Analyst career of 18+ years. Worked with Global Research ?rms like UBS, Citigroup for 10-yrs covering variety of sectors and Investment banking mandates.Has been a voted equity analyst in Asia Money & Asia Institutional Investor Surveys.Interacted with Global emerging market investors and Specialist’s Inst. investors in US, Europe and Asia Qualification :-Ashish is a Chartered Accountant (CA) and also holds Masters in Financial Management from Jamnalal Bajaj Institute of Management Studies, Mumbai.Passionate about Equity investing and likes reading on Global developments impacting on Equity markets | Gautam Berry has over 8 years’ experience in Indian Equities. He is the Fund Manager of Event Arbitrage PMS Investment Approach at Edelweiss Asset Management Limited. He also plays an integral part in managing Alternative Equity, Catalyst and Consumer Trends Fund. Before joining Edelweiss AMC in the year 2014, he was a consultant at Transfolign Consulting, where his core competence included business transformation, development of processes & control systems. He also received recognition for successfully conducting business entry studies using available market data, projecting growth trends and advising on investment decision. He is a CFA Charter holder from CFA Institute with Master of Science in Finance from University of Illinois, Urbana-Champaign, USA and Bachelors in Computer Engineering from Mumbai University. |
| Allocation by Market Cap | Undisclosed | Undisclosed | |
|---|---|---|---|
| Sector Holdings | Undisclosed | Undisclosed | |
| Stock Holdings | Undisclosed | Undisclosed |
| Min. Investment | 5000000 | 5000000 | |
|---|---|---|---|
| SIP Option | Not Available | Available | |
| STP Option | Not Available | Not Available | |
| Exit Load | Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter. | Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter. |
