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COMPARE PMS SCHEMES

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Edelweiss - Focused Mid Smallcap
Geojit - Advantage Portfolio
Fund Summary
CategorySmall AND Mid CapSmall AND Mid Cap
AUM (₹ cr)21.531332.22
Fixed Fee2.50%3.00%
Variable Fee1.50%2.00% Or 1.00%
Hurdle Rate0.00%15.00% or 10.00%
Profit Sharing20% Profit share on profits20% Profit Sharing above 15% Hurdle Or 20% Profit Sharing above 10% Hurdle.
BenchmarkNifty 50 TRIBSE 500 TRI
Portfolio Age11 years, 3 months23 years, 5 months
Trailing Returns
Portfolio Manager
Gautam Berry
Gautam Berry
Dileep K
Dileep K
ProfileGautam Berry has over 8 years’ experience in Indian Equities. He is the Fund Manager of Event Arbitrage PMS Investment Approach at Edelweiss Asset Management Limited. He also plays an integral part in managing Alternative Equity, Catalyst and Consumer Trends Fund. Before joining Edelweiss AMC in the year 2014, he was a consultant at Transfolign Consulting, where his core competence included business transformation, development of processes & control systems. He also received recognition for successfully conducting business entry studies using available market data, projecting growth trends and advising on investment decision. He is a CFA Charter holder from CFA Institute with Master of Science in Finance from University of Illinois, Urbana-Champaign, USA and Bachelors in Computer Engineering from Mumbai University.Mr. K Dileep, A Post Graduate in Commerce is having 22 years of experience in capital market industry. He is the General Manager and Head of Portfolio Management Services at their corporate office in Kochi. Mr. Dileep is also the spokesperson for his organization for many years. His media presence includes appearance in business segment of Amrita TV daily morning news and Money News in Mathrubhumi Television on every Saturdays. He has contributed more than 300 articles in Mathrubhumi, the national daily in Malayalam on capital markets and Banking & Finance.
Detailed Portfolio
Allocation by Market Cap
    Undisclosed
  • Large Cap 23.72%
  • Mid Cap 6.46%
  • Small Cap 61.67%
Sector Holdings
Stock Holdings
Investment Details
Min. Investment50000005000000
SIP OptionAvailableNot Available
STP OptionNot AvailableNot 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, 0% thereafter.