COMPARE PMS SCHEMES| Category | Multi Asset | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | No Option | ||
| Variable Fee | 1.00% | ||
| Hurdle Rate | 10.00% | ||
| Profit Sharing | Performance Fee 20% of profit over 10% return, others on actual | ||
| Benchmark | NSE Multi Asset Index 2 | ||
| Portfolio Age | 9 years, 1 month |
 Abhishek Chauhan | |||
| Profile | Abhishek Chauhan is a veteran in Indian Equity market with over 17+ years of experience. He has extensive experience of evaluating long term business prospects of companies in India and APAC. He has experience in entrepreneurship, consulting and finance in India & Singapore. He is an alumnus of Tuck Business School at Dartmouth, IIM Ahmedabad and IIT Kanpur. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Consumer Durables 8.7% Fast Moving Consumer Goods 8.97% Healthcare 7.53% Information Technology 6.69% Services 7.7% | ||
| Stock Holdings | Asian Paints Ltd. 5.4% Cash & Cash Equivalents 4.36% HDFC Bank Ltd. 4.09% ITC Ltd 5.56% Swaraj Engines Ltd. 4.93% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter. |
