COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 1278.55 | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | No Option | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 8 years, 4 months |
 Neil Madan Bahal | |||
| Profile | Mr. Neil Bahal is a seasoned investment professional with over two decades of hands-on experience in the Indian capital markets. He embarked on his investing journey at the young age of 15, driven by a deep-rooted passion for equities and the philosophy of long-term value creation. Inspired by the belief that “The secret to investing is to figure out the value of something – and then pay a lot less” (Joel Greenblatt). Mr. Bahal has built his philosophy on identifying intrinsic value and uncovering hidden opportunities. As the Founder and Fund Manager at Negen Capital, he spearheads the Portfolio Management Services (PMS) with a core focus on special situation investing — identifying underappreciated opportunities where market mispricing or corporate actions can lead to significant alpha generation.He holds a MBA degree in Finance and has also attended FMB program at S.P. Jain Institute of Management & Research enhancing his strategic and business leadership capabilities. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Housing Finance Company 5.87% Non Banking Financial Company (NBFC) 6.63% Specialty Chemicals 5.33% Stockbroking & Allied 13.41% Sugar 12.03% | ||
| Stock Holdings | Camlin Fine Sciences Ltd 4.77% Manappuram Finance Ltd 6.63% Motilal Oswal Financial Services Ltd 5.38% Nuvama Wealth Management Ltd 6.24% Triveni Engineering & Industries Ltd 8.85% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is 0% |
