COMPARE PMS SCHEMES| Category | MULTI CAP AND FLEXI CAP | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | No Option | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 8 years, 10 months |
 Gaurav Mehta | |||
| Profile | Gaurav Mehta joined SBI Funds Management (SBIFM) in November 2018 as an Equity Analyst in SBI Mutual Fund and subsequently moved to having fund management responsibilities as well. With effect from October 2021, Gaurav is now CIO – Alternatives where he is responsible for managing equity portion of the Portfolio Management Services & Alternative Investment Funds business. Gaurav has over 15 years’ experience in Indian Financial Markets having worked with Ambit Investment Advisors, Ambit Capital, and Edelweiss Capital. Gaurav has completed B.Tech (Chemical Engineering) from IIT, Bombay and holds a post graduate diploma in Management from IIM, Lucknow. Gaurav is also a Charter holder of the CFA Institute, USA |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 11.87% Chemicals 8.07% Consumer Services 8.1% Financial Services 32.81% Textiles 12.87% | ||
| Stock Holdings | Cash & Cash Equivalents 6.9% HDFC Bank Ltd 6.6% ICICI Bank Ltd 7.07% K.P.R. Mill Ltd 5.15% K.P.R.Mill Ltd 5.15% Kotak Mahindra Bank Ltd 7.88% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is 1.00 if redeemed in 0-1 year, 0% thereafter. |
