COMPARE PMS SCHEMES| Category | Mid AND Large Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.25% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 7.00% | ||
| Profit Sharing | 10.00% Profit sharing above 7.00% hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 6 years, 4 months |
 Siddharth Mandalaywala | |||
| Profile |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile & Ancillaries 10% Bank 18% Finance 14.1% Healthcare 7.7% IT 10.1% | ||
| Stock Holdings | Bajaj Holdings & Investment Ltd. 6.53% Bharti Airtel Ltd. 5.42% HDFC Bank Ltd. 5% Mahindra and Mahindra Ltd 5.01% Persistent Systems Ltd. 5.07% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter. |
