COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | Multi Cap AND Flexi Cap | |
|---|---|---|---|
| AUM (₹ cr) | 73.54 | 9.40 | |
| Fixed Fee | 1.20% | 2.00% | |
| Variable Fee | No Option | No Option | |
| Hurdle Rate | No Option | No Option | |
| Profit Sharing | 12% profit sharing on all profits | No Option | |
| Benchmark | S&P BSE 500 TRI | Nifty 50 TRI | |
| Portfolio Age | 4 years, 1 month | 4 years |
 Arindam Samanta |  Sheetal Malpani | ||
| Profile | Arindam has been into equity research and investment analysis for the last 5-Years. He believes in maintaining a positive mindset and creating value for society. | 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 | Undisclosed |
| |
|---|---|---|---|
| Sector Holdings | Undisclosed | Automobile and Auto Components 12.45% Capital Goods 8.91% Chemicals 6.02% Consumer Services 6.16% Fast Moving Consumer Goods 4.3% Healthcare 11.41% | |
| Stock Holdings | Undisclosed | Avenue Supermarts Limited 5.9% Britannia Industries Ltd. 4.3% CG Power and Industrial Solutions Limited 6.81% Dr Reddys Laboratories Ltd 4.25% Hindustan Petroleum Corporation Ltd 4.27% Lupin Ltd 4.29% Solar Industries India Limited 6.02% Thermax Ltd. 4.68% Titan Company Limited 5.77% |
| 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, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 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. |
