COMPARE PMS SCHEMES| Category | Large Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 191.36 | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 10.00% | ||
| Profit Sharing | performance fees of 15% profit sharing above a hurdle of 10%, no catch-up | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 5 years, 6 months |
 Tej Shah | |||
| Profile | Prior to joining Marcellus, Tej worked at Mayfield, a Silicon Valley headquartered venture capital fund which manages $3Bn globally and $220Mn in India. Tej spent 2 years as a part of Mayfield India’s investment team covering multiple sectors and being at the centre of India’s evolving venture ecosystem. Prior to Mayfield, Tej was a part of the equity and capital markets team of Ambit Capital where he worked on executing IPOs, QIPs and buybacks. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Undisclosed | ||
| Stock Holdings | Cholamandalam Investment and Finance Company Ltd. 8% HDFC Bank Ltd. 13% ICICI Bank Ltd 10% Info Edge India Ltd 7% Kotak Mahindra Bank Ltd. 7% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter. |
