COMPARE PMS SCHEMES| Category | Mid Cap | Mid Cap | |
|---|---|---|---|
| AUM (₹ cr) | 52.78 | UNDISC. | |
| Fixed Fee | 2.50% | 2.00% | |
| Variable Fee | No Option | 1.00% | |
| Hurdle Rate | No Option | No Option | |
| Profit Sharing | No Option | No Option | |
| Benchmark | S&P BSE 500 TRI | S&P BSE 500 TRI | |
| Portfolio Age | 16 years, 5 months | 16 years |
 George Heber Joseph |  Sarath K Reddy | ||
| Profile | George brings over two decades of experience in equities and capital markets. At ASK, he leads investment strategy, performance, product innovation, and growth across PMS, AIFs, offshore funds, and the upcoming mutual fund platform. He joins ASK from Jio BlackRock AMC, where he was Chief Investment Officer and played a key role in setting up the India JV. Previously, he led investments and strategy at ICICI Prudential PMS and ITI Asset Management. He has spent over a decade at ICICI Prudential AMC where he was overall responsible for managing ~USD 2 billion in equity assets. A Chartered Accountant and Cost & Management Accountant, George is known for his stock-picking skills, long-term value approach, and track record of scaling investment platforms. | In a career spanning 25 years, Mr. Sarath Reddy has to lead a variety of functions in the field of Investments. Having started his career in Mumbai with Standard Chartered Bank, he took the first opportunity that came along to turn into an entrepreneur. Mr. Sarath Reddy along with a highly experienced team of professionals founded Unifi Capital in 2001. As a Chief Investment Officer, he works very closely with the research analysts and fund management team to deliver unmatched performance. |
| Allocation by Market Cap |
| Undisclosed | |
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 13.5% Construction Materials 6.28% Consumer Durables 8.07% Financial Services 38.39% Healthcare 14.01% Information Technology 5.67% | Undisclosed | |
| Stock Holdings | Federal Bank Ltd 5.18% Glaxosmithkline Pharmaceuticals Ltd 6.17% Indian Energy Exchange Ltd 9.42% Jio Financial Services Limited 8.43% PB Fintech Ltd 7.11% Sundaram Finance Ltd 5.46% Tata Elxsi Ltd 5.67% | Undisclosed |
| Min. Investment | 5000000 | 5000000 | |
|---|---|---|---|
| SIP Option | Not Available | Not Available | |
| STP Option | Not Available | Not Available | |
| Exit Load | Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter. | Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter. |
