Advertisement
comparison

bt_logoCOMPARE PMS SCHEMES

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Agreya - Total Return
Fund Summary
CategoryMulti Cap AND Flexi Cap
AUM (₹ cr)UNDISC.
Fixed Fee2.50%
Variable Fee1.20%
Hurdle Rate10.00%
Profit Sharing15% Profit Sharing Over 10% Hurdle
BenchmarkS&P BSE 500 TRI
Portfolio Age7 years, 4 months
Trailing Returns
Portfolio Manager
Shailendra Agarwal
Shailendra Agarwal
ProfileShailendra has 17 years of experience in debt capital markets and structured finance. This expericne gives him a unique balance sheet perspective of businesses. He has a keen sense of valuig a business and marrying it with it's business prospects.
Detailed Portfolio
Allocation by Market Cap
    Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed
Investment Details
Min. Investment5000000
SIP OptionNot Available
STP OptionNot Available
Exit Load Exit load is 0%