COMPARE PMS SCHEMES| Category | Mid Cap | Mid Cap | |
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | 141.61 | |
| Fixed Fee | 2.00% | 2.50% | |
| Variable Fee | 1.00% | 1.75% | |
| Hurdle Rate | No Option | 6% + Benchmark | |
| Profit Sharing | No Option | 10% Profit Sharing above 6% Hurdle + Benchmark Returns | |
| Benchmark | S&P BSE 500 TRI | S&P BSE 500 TRI | |
| Portfolio Age | 15 years, 7 months | 3 years, 11 months |
 Sarath K Reddy |  Ashvin Shetty | ||
| Profile | In a career spanning 25 years, Mr. Sarath Reddy has to lead a variety of functions in the field of Investments. Having started his career in Mumbai with Standard Chartered Bank, he took the first opportunity that came along to turn into an entrepreneur. Mr. Sarath Reddy along with a highly experienced team of professionals founded Unifi Capital in 2001. As a Chief Investment Officer, he works very closely with the research analysts and fund management team to deliver unmatched performance. | Ashvin has more than 10 years of experience in equity research. He led the coverage on automobile sector at Ambit Capital from 2010 to 2017. He was ranked in Starmine Analyst Awards 2013 and 2016 for his stock picking abilities during this stint. He thereafter worked as a senior analyst for Ambit’s Mid and Small cap PMS funds till November 2018. |
| Allocation by Market Cap | Undisclosed |
| |
|---|---|---|---|
| Sector Holdings | Undisclosed | Chemicals 6% Financial Services 13% Industrials & Capital Goods 14% IT Services 14% Pharma & Healthcare 15% REIT 7% | |
| Stock Holdings | Undisclosed | City Union Bank Ltd. 3% Clean Science & Technology Ltd. 3% CMS Infosystems Ltd 5% Dodla Dairy Ltd 3% Eris Lifesciences Ltd. 3% Jash Engineering Limited 4% L&T Technology Services Ltd. 3% LT Foods Ltd. 4% |
| Min. Investment | 5000000 | 5000000 | |
|---|---|---|---|
| SIP Option | Not Available | Available | |
| STP Option | Not Available | Available | |
| Exit Load | Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter. | Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter. |
