COMPARE PMS SCHEMES| Category | Small Cap | Small Cap | |
|---|---|---|---|
| AUM (₹ cr) | 343.48 | UNDISC. | |
| Fixed Fee | 2.50% | 2.50% | |
| Variable Fee | 1.00% | 1.50% | |
| Hurdle Rate | 10.00% | 12% | |
| Profit Sharing | 20% Profit sharing above 10% Hurdle | 20% Profit Sharing above 12% Hurdle | |
| Benchmark | S&P BSE 500 TRI | S&P BSE 500 TRI | |
| Portfolio Age | 9 years, 3 months | 16 years, 3 months |
 Viraj Mehta |  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. |
| Allocation by Market Cap | Undisclosed |
| |
|---|---|---|---|
| Sector Holdings | Undisclosed | Automobile and Auto Components 6.27% Capital Goods 30.16% Consumer Durables 3.82% Fast Moving Consumer Goods 3.79% Financial Services 22.85% Healthcare 18.63% | |
| Stock Holdings | Undisclosed | Acutaas Chemicals Limited 7.68% Cash & Cash Equivalents 6.98% MTAR Technologies Limited 7.92% Pricol Limited 6.27% TD Power Systems Ltd 10.02% Ujjivan Small Finance Bank Limited 6.26% |
| 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, 0% thereafter. | Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter. |
