Special 
| Category | LARGE CAP | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 2.00% | ||
| Hurdle Rate | 10.00% | ||
| Profit Sharing | 20% Profit sharing above 10% Hurdle | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 7 years, 2 months |
 Deepak Makwana | |||
| Profile | Mr. Deepak Makwana has over 15 yrs of experience in financial markets. He has worked across various profiles from fundamental research to portfolio advisory. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 7.03% Capital Goods 3.72% Financial Services 21.18% Information Technology 21.39% Oil, Gas & Consumable Fuels 3.76% Power 4.68% | ||
| Stock Holdings | Cash & Cash Equivalents 29.18% HDFC Bank Ltd 4.05% ICICI Bank Ltd 5.32% Infosys Ltd 4.56% Tata Consultancy Services Ltd 3.41% |
| 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. |
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