COMPARE PMS SCHEMES| Category | Large Cap | Large Cap | |
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | UNDISC. | |
| Fixed Fee | 1.75% | 1.00% | |
| Variable Fee | No Option | Nill | |
| Hurdle Rate | No Option | 10.00% | |
| Profit Sharing | No Option | 20% Profit sharing above 10% Hurdle | |
| Benchmark | S&P BSE 500 TRI | Nifty 50 TRI | |
| Portfolio Age | 6 years, 9 months | 7 years, 2 months |
 Abhishek Anand |  Iqbal Singh | ||
| Profile | Mr. Abhishek has 10 years of experience with 8 years in institutional equity research covering multiple sectors such as Telecom, Media, IT& Consumer. He has won the Starmine Top Analyst Award for 2011-12 (Rank 3rd for Information Technology sector) and 2012-13 (Rank 1st for Information Technology sector and 5th overall sector) by Thomson Reuters. Abhishek has been quoted frequently on the Telecom sector in various financial dailies and appears on business channels to give his views on the Telecom sector. His previous assignments were with institutional research division of SBI Capital Markets, Dun & Bradstreet & CMIE. He is an MBA Finance from Mumbai University & PGDTFM from ICFAI University. | An entrepreneur with rich experience of 20 years with leading Private & Foreign Banks, He is one of the founding member of HDFC Private Banking Group. In his last assignment with CITIBANK N.A, his role was to handle Investments & Insurance business in North and was awarded as the Shooting Star of the bank.He is the Founder & Managing Director, Innovative Financial Management Private Limited. Under his leadership, IFM has been awarded the Best Regional Financial Advisor Awards in 2009 2010 & 2013 by CNBC TV18.He is on the Advisory Board of first SBI AIF Fund(PIPE). |
| Allocation by Market Cap |
|
| |
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 10.65% Capital Goods 9.89% Construction Materials 8.36% Financials Services 24% Information Technology 10.48% Oil, Gas & Consumable Fuels 8.51% | Automobile and Auto Components 8.48% Financial Services 39.29% Information Technology 9.74% Oil, Gas & Consumable Fuels 9.08% Telecommunication 6.02% | |
| Stock Holdings | Adani Ports and Special Economic Zone Ltd 5.14% Ambuja Cements Ltd. 4.75% Bharat Electronics Ltd. 7.7% HDFC Bank Ltd 10.3% Mahindra & Mahindra Ltd. 4.63% Reliance Industries Ltd 8.51% | Bharti Airtel Ltd. 6.02% HDFC Bank Ltd 9.52% HDFC Bank Ltd. 9.01% ICICI Bank Ltd. 7.53% Reliance Industries Ltd 9.08% State Bank Of India 7.11% |
| Min. Investment | 5000000 | 5000000 | |
|---|---|---|---|
| SIP Option | Not Available | Not Available | |
| STP Option | Not Available | Not Available | |
| Exit Load | Exit load is 0% | Exit load is Nill if redeemed in 0-1 year, Nill if redeemed in > 1-2 years, Nill if redeemed in > 2-3 years, 0% thereafter. |
