COMPARE PMS SCHEMES| Category | Large Cap | Large Cap | |
|---|---|---|---|
| AUM (₹ cr) | 116.77 | UNDISC. | |
| Fixed Fee | 1.75% | 2.00% | |
| Variable Fee | 0.00% | 1.50% | |
| Hurdle Rate | 12% | 7.00% | |
| Profit Sharing | 10% Profit Sharing above 12% Hurdle | 10.00% Profit sharing above 7.00% Hurdle | |
| Benchmark | Nifty 50 TRI | S&P BSE 500 TRI | |
| Portfolio Age | 4 years, 9 months | 16 years, 5 months |
 Umesh Gupta |  Siddharth Mandalaywala | ||
| Profile | Umesh Gupta is the Head of Equities PMS at Ambit Global Private Client and the Portfolio Manager of Alpha Growth. He brings over 22 years of experience, with 19 years dedicated to the Indian capital markets. Prior to Ambit, he was the Head of Equities at Avendus Capital (2018–2020), Portfolio Manager at Reliance Private Client (2013–2018), and AVP – Research & Assistant Portfolio Manager at Reliance Private Client (2010–2013). He also worked as an Equity Research Analyst at Dalal & Broacha Stock Broking and Sharekhan (2005–2010), and as a Credit Officer & Business Analyst at Cholamandalam Finance and Consortium Finance (1999–2005). He holds a B.Com degree and an MBA from IMT Ghaziabad. |
| Allocation by Market Cap |
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| |
|---|---|---|---|
| Sector Holdings | Capital Goods 7.64% Financial Services 41.97% Metals & Mining 10.35% Services 5.64% Telecommunication 5.55% | Bank 24% Diamond & Jewellery 6.5% ETF 8.5% Insurance 15% IT 10% | |
| Stock Holdings | Bajaj Finance Ltd 4.69% Interglobe Aviation Ltd 5.64% Jindal Steel Ltd 4.67% Shriram Finance Ltd 4.95% | Axis Bank Ltd. 5% HDFC Bank Ltd. 8% ICICI Lombard General Insurance Co Ltd. 5% Infosys Ltd 10% State Bank of India Ltd 7% |
| Min. Investment | 5000000 | 5000000 | |
|---|---|---|---|
| SIP Option | Available | Not Available | |
| STP Option | Available | Not Available | |
| Exit Load | Exit load is 0% | Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter. |
