COMPARE PMS SCHEMES| Category | Small AND Mid Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 337 | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 8.00% | ||
| Profit Sharing | 20% of performance over 8% on compounded hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 8 years, 8 months |
 Chetan Thacker | |||
| Profile | Mr. Chetan Thacker has a total work experience of more than 14 years with 9 years plus in equity research. He has a sector research expertise in agriculture, chemicals, metals & mining and midcaps. Previously Mr. Thacker has worked with McKinsey & Co, HSBC InvestDirect, Emkay Global Financial Services. His educational qualification includes CFA (ICFAI University) and PGDBM from NMIMS. He is with ASK since 2015. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 11.19% Construction Materials 6.23% Consumer Durables 8.05% Financial Services 40.43% Healthcare 13.83% Information Technology 5.64% | ||
| Stock Holdings | Federal Bank Ltd 5.18% GlaxoSmithKline Pharmaceutical 6.12% Glaxosmithkline Pharmaceuticals Ltd 6.07% Indian Energy Exchange Ltd 9.39% Jio Financial Services Limited 9.29% PB Fintech Ltd 7.27% Sundaram Finance Ltd 5.48% Tata Elxsi Ltd 5.64% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 0% |
