COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 370.70 | ||
| Fixed Fee | 3.00% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | 12% or 15% or 20% | ||
| Profit Sharing | 10% Profit sharing between 12% to 15% Hurdle / 15% Profit sharing between 15% to 20% Hurdle / 20% Profit sharing above 20% Hurdle | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 6 years, 7 months |
 P Krishnan | |||
| Profile | Parameswara Iyer Krishnan is the Head of the EAM business at Spark Asia Impact Managers Pvt Ltd and its Chief Investment Officer. He is an industry veteran with over 32 years of experience in asset management across India/Regional Equities. Krishnan had a highly successful stint of 19 years with DNB Asset Management (DNB), a leading Scandinavian fund management house that is part of the largest bank & insurance house in Norway. During his tenure, he helped build Carlson Fund and DNB as the most credible India and Emerging Market voice in the Nordic region between 1998 and 2017.As manager of Carlson Asian Small Cap Fund (CASC) and Carlson India Fund (CIF), he successfully negotiated a few crucial market cycles in India and Asia for close to two decades. CASC had NAV returns of 29% CAGR (in Euro terms) from 1999 to 2007. Assets under management (AUM) grew from under USD 10 mn to over USD 1 billion during the period. CASC was a highly regarded Asian growth fund in Northern Europe over a number of years. With an India allocation above 50% in 2014, CASC emerged as one of the top performing Asian funds across categories that year. CIF, starting in 2008, returned 15.9% CAGR (in Euro terms) between 2009 and 2017, despite the Indian rupee falling by 12.5% against the Euro during this period. Krishnan played a pivotal role in growing its AUM from USD 3 million at inception to about USD 150 mn. In the 1990s, during the formative years of the Indian fund management industry, he was the first Portfolio Manager of India's maiden private-sector mutual fund scheme (now Franklin India Bluechip Fund). He started his career with SBI Mutual Fund in 1990 where he was responsible for India's first bank-sponsored mutual fund scheme, MRIS-1987. Apart from India, Krishnan carries with him invaluable experience in Asian emerging markets such as China, Taiwan and Korea; he is amongst the few managers in the domestic fund management industry having regional experience. Krishnan has won several accolades as an India expert and country manager. He holds a B.E in Computer Science and PGDM from IIM, Bangalore. |
| Allocation by Market Cap | Undisclosed | ||
|---|---|---|---|
| Sector Holdings | Undisclosed | ||
| Stock Holdings | Canara Bank 5.5% EID Parry India Limited 5.5% Federal Bank Ltd 6% HDFC Bank Ltd 7% Kotak Mahindra Bank Ltd 6.5% Larsen & Toubro Ltd 5.5% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 0% |
