COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | Multi Cap AND Flexi Cap | |
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | UNDISC. | |
| Fixed Fee | 2.00% | 2.00% | |
| Variable Fee | Nil | No Option | |
| Hurdle Rate | Nil | No Option | |
| Profit Sharing | Return Generated % Profit Sharing Initial Return up to 20% p. a. on the Capital Contribution NIL Return in excess of 20%p. a. on the Capital Contribution 20% | No Option | |
| Benchmark | S&P BSE 500 TRI | Nifty 50 TRI | |
| Portfolio Age | 4 years, 6 months | 3 years, 5 months |
 Nilesh Shah |  Sheetal Malpani | ||
| Profile | He is a Founder & Managing Director of Atlas Integrated Finance Ltd. He holds a B.E. in Electrical from V.J.T.I. & D.A.M. from Jamnalal Bajaj Institute Of Management Studies. | Sheetal is a post graduate in management with a major in Finance. He also holds the Chartered Financial Analyst® designation. He has 12 years of experience in the Indian Capital Markets. Before his association with Tamohara, he was with HDFC securities, Brics Securities, and Enam securities. At Tamohara, his primary responsibility is evaluating investment opportunities and Investment Management. |
| Allocation by Market Cap |
|
| |
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 8.25% Fast Moving Consumer Goods 18.64% Financial Services 8.15% Healthcare 8.76% Metals & Mining 25.11% | Automobile and Auto Components 15.4% Capital Goods 14.16% Healthcare 11.99% Information Technology 25.55% Metals & Mining 10.85% | |
| Stock Holdings | GlaxoSmithkline Pharmaceuticals Ltd. 7.45% Hindalco Industries Ltd. 8.55% Mahindra & Mahindra Ltd. 8.25% Steel Authority of India Ltd. 9.2% Tata Consumer Products Limited 7.58% | Eicher Motors Ltd. 5.77% Hindalco Industries Ltd. 5.92% Polycab India Limited 5.71% Torrent Pharmaceuticals Ltd. 5.02% UNO Minda Limited 5.32% |
| Min. Investment | 5000000 | 5000000 | |
|---|---|---|---|
| SIP Option | Available | Not Available | |
| STP Option | Available | Not Available | |
| Exit Load | Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter. | Exit load is 1.00% if redeemed in 0-1 year, NA if redeemed in > 1-2 years, NA if redeemed in > 2-3 years, 0% thereafter. |
