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Microsec - Opportunities Fund
Microsec - Opportunities Fund

Microsec - Opportunities Fund

  • Microsec Wealth Management Ltd
  • MULTI CAP
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Portfolio age7 years, 3 months
3.23%
-1.5%
Hurdle Rate**0.00%
Fixed fee2.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/12/2024)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0.67%)
Allocation by Market Cap
Small Cap (51.96%)
Mid Cap (36.32%)
Large Cap (11.04%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
58.64
(As on Dec, 2024)
Inception Date
Oct 05, 2018
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

To achieve Long Term capital appreciation by investing in high quality companies and diversified approach of risk management.

Investment Approach

Diversified Multi cap stocks with Blue Ocean Strategy. Focusing on companies having Strong brand value, High Quality management, consistent cash flow and higher efficiency on capital.

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bt_logoPEER ANALYSIS

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Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 258
Fixed Fee
1.75%
Scheme Return
8.33%
Benchmark Return
0.96%
Catalyst Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 258
Fixed Fee
No Option
Scheme Return
4.09%
Benchmark Return
2.42%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 258
Fixed Fee
1.00%
Scheme Return
3.27%
Benchmark Return
1.92%
ITUS - Fundamental Value Fund
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 258
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
1.92%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹49.97 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 258
Fixed Fee
1.00%
Scheme Return
2.88%
Benchmark Return
1.92%
MRG Capital - Wealth Protector
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 258
Fixed Fee
1.00%
Scheme Return
2.84%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Microsec Wealth Management Ltd
Microsec Wealth Management Ltd manages assets worth Rs 58.63 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

58.63 (As on Dec, 2024)

Number of Schemes

0
Schemes From This AMC
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Microsec - Opportunities Fund?
There is no option for Hurdle rate.
What is the fixed fee charged in Microsec - Opportunities Fund ?
The fixed fee charged in Microsec - Opportunities Fund is 2.00%.
What is the variable fee charged in Microsec - Opportunities Fund ?
There is no option for Variable fee.
What is the profit sharing in Microsec - Opportunities Fund ?
There is no option for Profit sharing.
What is the minimum investment in Microsec - Opportunities Fund ?
The minimum investment in Microsec - Opportunities Fund is ₹50 Lacs
What type of scheme is Microsec - Opportunities Fund?
Microsec - Opportunities Fund is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of Microsec - Opportunities Fund?
The inception date of Microsec - Opportunities Fund is Oct 05, 2018.
What is the exit load of Microsec - Opportunities Fund?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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