COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 729.11 | ||
| Fixed Fee | 2.00% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | 10% | ||
| Profit Sharing | 10% Profit Sharing above 10% Hurdle | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 9 years, 10 months |
 Viral Shah | |||
| Profile | Mr. Viral Shah. He has close to 20 years of experience in Investments research and funds management. He has been associated with the group since the last 17 years. He has been responsible for setting up and running the funds management practice at NJPMS since 2010. He’s also the Principal officer for the business. He specializes in building and running Quantitative and Rules Based investment models and products that have been running at NJPMS since its inception. His analytical bent of mind and his capability to setup models for Rules based investment has been very useful in creating a robust investment process as a part of the business. The unique product range that he’s spearheaded in terms of launch and management have been hailed as unique and have helped NJPMS create a separate space for itself. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Consumer Discretionary 12.02% Financials 42.19% Health Care 14.96% Industrials 11.62% Materials 11.91% | ||
| Stock Holdings | Bharat Electronics Ltd 5.49% Hindustan Aeronautics Ltd 6.14% Mahindra & Mahindra Ltd 4.88% Multi Commodity Exchange of India Ltd 8.59% Solar Industries India Ltd 4.97% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter. |
