A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Emkay - Pearls
Fund Summary
Category
MID CAP
AUM (₹ cr)
UNDISC.
Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
Benchmark
S&P BSE 500 TRI
Portfolio Age
12 years, 10 months
Trailing Returns
Portfolio Manager
Kashyap Javeri
Profile
Kashyap Javeri is a Fund Manager with more than a decade of experience in company and sector research. He brings exceptional insights into stocks and economy. Prior to joining Emkay Investment Managers, he was a rated BFSI analyst in Emkay Institutional Equities for eight years, and also worked with Sharekhan Ltd. as a midcap analyst. Kashyap brings with him immense in-depth knowledge not only in a variety of manufacturing and services sectors, but also in banking and economics.
Detailed Portfolio
Allocation by Market Cap
Large Cap27.84%
Mid Cap6.6%
Small Cap65.17%
Sector Holdings
Automobile and Auto Components
18.61%
Consumer Services
25.59%
Fast Moving Consumer Goods
9.76%
Healthcare
16.7%
Services
12.25%
Stock Holdings
Divi's Laboratories Ltd
10.94%
Federal Bank Ltd
6.6%
Nesco Ltd
5.45%
Sundram Fasteners Ltd
7.19%
Zomato Limited
16.9%
Zydus Wellness Limited
5.24%
Investment Details
Min. Investment
₹5000000
SIP Option
Not Available
STP Option
Not 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.