COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | Multi Cap AND Flexi Cap | |
|---|---|---|---|
| AUM (₹ cr) | 901 | 84.72 | |
| Fixed Fee | 2.50% | 2.50% | |
| Variable Fee | No Option | 1.50% | |
| Hurdle Rate | 6.00% | S&P BSE 500(Benchmark) | |
| Profit Sharing | 20% Profit Sharing Over 6% Hurdle Rate | 20% on Outperformance / Alpha | |
| Benchmark | Nifty 50 TRI | S&P BSE 500 TRI | |
| Portfolio Age | 6 years, 8 months | 5 years |
 Abhay Agarwal | |||
| Profile | Abhay Agarwal is the founder and MD of Piper Serica Advisors. He is the CIO for the Piper Serica Leader Portfolio Strategy (TM). Earlier, Abhay worked as a Director with the Private Equity group of JP Morgan in India, HK and Singapore (1997- 2003). He invested in companies in India, Korea, Australia, Singapore, China and the US. His investments included LBO’s and growth capital. Some of the companies he invested in include HDFC Bank, Piramal Glass, Jubilant Foodworks, Nicholas Piramal (acquired by Abbott), Bharat Forge, MTR Foods (acquired by Orkla), Mando Machinery Korea, Marico and HDFC Securities. He was a director on the board of some of these companies. Prior to that Abhay managed a poprietory fund for Citibank India from 1993-97.He has done MMS from JBIMS, Mumbai in 1993 and B. Com. from Sydenham College in 1991.Abhay is a second-degree black belt in Judo and a certified international Judo coach. He trains under-privileged children and supports budding Judokas. |
| Allocation by Market Cap |
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| |
|---|---|---|---|
| Sector Holdings | Capital Goods 9.33% Chemicals 8.46% Consumer Services 7.69% Financial Services 34.02% Healthcare 19.35% | Comm Services 9.29% Consumer Discretionary 10.6% Financial Services 35.64% Health Care 8.26% Industrials 11.18% | |
| Stock Holdings | Cartrade Tech Limited 7.69% Cash & Cash Equivalents 12.58% Fusion Finance Limited 10.12% Senores Pharmaceuticals Limited 6.05% Syrma SGS Technology Limited 5.13% | Bajaj Finserv Ltd 3.69% Bharti Airtel Ltd 6.07% HDFC Bank Ltd. 9.53% ICICI Bank Ltd 8.12% Reliance Industries Ltd 3.73% State Bank Of India 5.12% |
| Min. Investment | 5000000 | 5000000 | |
|---|---|---|---|
| SIP Option | Available | Not Available | |
| STP Option | Not Available | Available | |
| Exit Load | Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter. | Exit load is 0% |
