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COMPARE PMS SCHEMES

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Abans - Growth and Momentum
Prosperity - Discovery Fund
Fund Summary
CategoryMulti Cap AND Flexi CapMulti Cap AND Flexi Cap
AUM (₹ cr)132.90117.51
Fixed Fee2.50%No Option
Variable FeeNo Option1.50%
Hurdle RateNo Option10.00%
Profit Sharing20% Profit Sharing on all Profits10% above hurdle rate of 10%
BenchmarkBSE 500 TRIBSE 500 TRI
Portfolio Age14 years, 10 months5 years, 11 months
Trailing Returns
Portfolio Manager
Kaushik Dani
Kaushik Dani
Vasudev Gupta
Vasudev Gupta
ProfileKaushik has over 23 years of experience in Indian Capital Markets in the areas of Fund Management, Equity Research and Portfolio Management. He has worked with some of the large Portfolio Management Companies in India including Reliance Wealth, Karvy, KR Choksey and Sharekhan. In his previous role he was a leading Portfolio Manager responsible for managing various discretionary strategies. The Midcap PMS Strategy there had a good track record of outperforming the benchmark Index over long periods. He has also worked with Mutual funds like Birla Sunlife Mutual Fund and Peerless Mutual Fund. At Peerless MF, he was the key Equity Fund Manager and also headed Equities. He has done his MBA in Finance from Canadian School of Management and Graduation from Mumbai University.Vasudev is a SEBI Registered Portfolio Manager and the Chief Investment Officer of Prosperity Wealth Management. He holds a masters degree in Innovation & Entrepreneurship from the Imperial College London. He specializes in evaluating equity investments given his 7+ years of expertise in this domain. He is assisted by a team of CAs & CFAs who have previously worked with several successful investment oriented organizations.
Detailed Portfolio
Allocation by Market Cap
  • Large Cap 47%
  • Mid Cap 22%
  • Small Cap 18%
  • Mid Cap 38.63%
  • Small Cap 58.9%
Sector Holdings
Stock Holdings
Investment Details
Min. Investment50000005000000
SIP OptionNot AvailableAvailable
STP OptionNot AvailableNot Available
Exit Load Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter. Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.