A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Emkay - Gems
Fund Summary
Category
MID CAP
AUM (₹ cr)
UNDISC.
Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
Benchmark
S&P BSE 500 TRI
Portfolio Age
5 years, 0 months
Trailing Returns
Portfolio Manager
Kashyap Javeri
Profile
Kashyap Javeri is a Fund Manager with more than a decade of experience in company and sector research. He brings exceptional insights into stocks and economy. Prior to joining Emkay Investment Managers, he was a rated BFSI analyst in Emkay Institutional Equities for eight years, and also worked with Sharekhan Ltd. as a midcap analyst. Kashyap brings with him immense in-depth knowledge not only in a variety of manufacturing and services sectors, but also in banking and economics.
Detailed Portfolio
Allocation by Market Cap
Large Cap10.95%
Mid Cap69.08%
Small Cap18.8%
Sector Holdings
Automobile and Auto Components
13.87%
Chemicals
16.72%
Financial Services
17.88%
Healthcare
10.86%
Information Technology
17.17%
Stock Holdings
Abb India Limited
5.81%
Ajanta Pharma Ltd
6.27%
Coromandel International Limited
6.86%
Persistent Systems Limited
7.74%
Sundaram Finance Ltd
5.81%
Varun Beverages Limited
5.94%
Investment Details
Min. Investment
₹5000000
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 1.00% if redeemed in >2-3 years, 0% thereafter.