COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.00% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 10.00% | ||
| Profit Sharing | 15% Profit Sharing Over 10% Hurdle rate | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 5 years, 4 months |
 Hardik Doshi | |||
| Profile | Hardik’s 20-year career includes 6 years of equity research at Lehman Brothers in New York and 13 years of investing experience in India as head of the investment research team at First Voyager, advisor to the TVF Fund, a large India-focused FII fund. Over the last five years of his involvement, the fund delivered high teens absolute returns significantly outperforming the MSCI India by high single digits annually. He is also a charter holder from the CFA Institute. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Capital Goods 7.25% Consumer Durables 7.83% Consumer Services 7.17% Fast Moving Consumer Goods 6.34% Financial Services 44.27% Healthcare 19.65% | ||
| Stock Holdings | Undisclosed |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter. |
