COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 22.03 | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | S&P BSE 500(Benchmark) | ||
| Profit Sharing | 20% on Outperformance / Alpha | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 1 year, 10 months |
| Profile |
|---|
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Consumer Discretionary 9.62% Financials 32.71% Health Care 8.85% Industrials 11.77% Information Technology 10.44% Materials 6.73% | ||
| Stock Holdings | Bajaj Finserv Ltd 3.87% HDFC Bank Ltd 7.53% ICICI Bank Ltd 8.06% Reliance Industries Ltd 4.09% State Bank of India Ltd 4.92% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is 0% |
