COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 10.00% | ||
| Profit Sharing | 15% Profit sharing above 10% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 9 years, 10 months |
 Nishit Shah | |||
| Profile | A triple graduate with specialization in finance and management .More than 19 years of experience in Indian equity markets and investment products .Worked with some of the most respected wealth management organisations and companies in India including Sushil Finance, AMSEC and Motilal Oswal .Having worked at both buy and sell side, he exactly understands how each of them works and how to stay ahead of the street.My guiding principle is crystal clear: ignore the noise in the macroenvironment, concentrate only on finding high-quality ideas, and retain the winners over the long haul. Additionally, having a focused portfolio is essential because excessive diversification is unmanageable and does not enhance a portfolio. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 11.62% Capital Goods 13.76% Consumer Durables 7.89% Fast Moving Consumer Goods 8.29% Financial Services 18.04% Healthcare 10.34% | ||
| Stock Holdings | Cash & Cash Equivalents 3.93% Coforge Limited 4.91% Divi's Laboratories Ltd. 5.38% Endurance Technologies Limited 4.02% ICICI Bank Ltd. 4.23% Schaeffler India Limited 4.03% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is 0% |
