COMPARE PMS SCHEMES| Category | Mid Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 163.35 | ||
| Fixed Fee | 1.50% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 10.00% | ||
| Profit Sharing | 20% profit share above 10% hurdle rate. | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 6 years, 5 months |
 Ashvin Shetty | |||
| Profile | Ashvin has more than 10 years of experience in equity research. He led the coverage on automobile sector at Ambit Capital from 2010 to 2017. He was ranked in Starmine Analyst Awards 2013 and 2016 for his stock picking abilities during this stint. He thereafter worked as a senior analyst for Ambit’s Mid and Small cap PMS funds till November 2018. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Chemicals 6% Consumer Discretionary 7% Financial Services 13% Industrials & Capital Goods 13% IT Services 15% Pharma & Healthcare 11% | ||
| Stock Holdings | Cash & Cash Equivalent 18% City Union Bank Ltd. 3% Clean Science & Technology Ltd. 3% CMS Info Systems Ltd. 5% CMS Infosystems Ltd 5% Garware Technical Fibres Ltd. 3% Jash Engineering Limited 4% Jash Engineering Ltd. 4% LT Foods Ltd. 4% |
| 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. |
