COMPARE PMS SCHEMES| Category | Mid AND Large Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.00% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 7.00% | ||
| Profit Sharing | 10% Profit sharing above 7% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 16 years, 3 months |
 Siddharth Mandalaywala | |||
| Profile |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile & Ancillaries 15.5% Bank 14% Finance 8% Insurance 10% IT 9% | ||
| Stock Holdings | Bajaj Holdings Ltd. 5% HDFC Bank Ltd. 10% HDFC Life Insurance Co Ltd. 5% ICICI Lombard General Insurance Co Ltd. 5% Mphasis Ltd. 5% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter. |
