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comparison

COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Equirus - Long Horizon Fund
Sundaram Alternates - Rising Stars
Fund Summary
Category SMALL CAP SMALL CAP
AUM (₹ cr) 395.58 UNDISC.
Fixed Fee 2.50% 2.50%
Variable Fee 1.00% 1.50%
Hurdle Rate 10.00% 10%
Profit Sharing 20% Profit sharing above 10% Hurdle 20% Profit Sharing above 10% Hurdle
Benchmark S&P BSE 500 TRI S&P BSE 500 TRI
Portfolio Age 8 years, 4 months 15 years, 4 months
Trailing Returns
Portfolio Manager
Viraj Mehta
Viraj Mehta
Madanagopal Ramu
Madanagopal Ramu
Profile Viraj Mehta has over 11 years of experience in the field of investing with an excellent and proven track record. The Equirus Long Horizon fund (ELHF) is one of the best performing funds since its launch in October 2016. Viraj was selected by Wall Street Journal (WSJ) as part of “Asia’s Master Stock Picker” series for India. He had been part of the award winning fund management team at Franklin Templeton Investments managing an AUM of ~US$ 6bn. Viraj had also been the lead analyst for managing the small companies fund at Franklin Templeton Investments. He is a MBA from MDI, Gurgaon & Chemical Engineer from Nirma Institute of Technology, Ahmedabad Mr. Madanagopal Ramu is the Fund Manager for PMS with around 14 years of experience in the Indian Financial Markets. He currently manages an AUM of over Rs.3000 crores and has over 4 years of experience in managing funds. He joined Sundaram Mutual fund in 2010 as a Research Analyst from Centrum Broking and has made rapid progress during his tenure in Sundaram AMC . He became Head of Research in April 2015 and started actively managing funds from January 2016. Madan comes with strong academic qualifications. He is a qualified Cost Accountant and has a Management degree from BIM Trichy.
Detailed Portfolio
Allocation by Market Cap Undisclosed
  • Large Cap
  • Mid Cap
  • Small Cap 74.29%
Sector Holdings
Undisclosed
Capital Goods
12.57%
Consumer Durables
4.63%
Financial Services
22.72%
Healthcare
15.8%
Information Technology
6.84%
Stock Holdings
Can Fin Homes Ltd.
5.16%
IFB Industries Ltd
5.98%
Jubilant Ingrevia Ltd
6.89%
Rane Holding Ltd
8.88%
Thangamayil Jewellery Limited
13.32%
Ami Organics Limited
6.26%
Cash & Cash Equivalents
22.87%
Dynamic Cables Limited
5.17%
Five-Star Business Finance Ltd
6.9%
Karur Vysya Bank Ltd.
4.87%
Neuland Laboratories Limited.
4.86%
Investment Details
Min. Investment ₹5000000 ₹5000000
SIP Option Not Available Not Available
STP Option Available Available
Exit Load Exit load is 2.00% if redeemed in 0-1 year, 1.00% if redeemed in >1-2 years, 0% thereafter. Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
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