COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 8.00% | ||
| Profit Sharing | 20% Profit sharing above 8% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 8 years, 1 month |
 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 6.08% Construction Materials 6.44% Consumer Services 10.97% Financial Services 33.34% Healthcare 10.18% Oil, Gas & Consumable Fuels 7.43% | ||
| Stock Holdings | Ambuja Cements Ltd. 5.58% Arvind Fashions Limited 5.59% Cash & Cash Equivalents 8.12% Hero MotoCorp Limited 9.79% IIFL Finance Limited 8.89% Piramal Finance Ltd 7.85% Reliance Industries Ltd 7.43% Samhi Hotels Limited 6.74% State Bank Of India 5.51% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 1.00% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter. |
