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comparison

COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Agreya - Total Return
Fund Summary
Category MULTI CAP
AUM (₹ cr) UNDISC.
Fixed Fee 2.50%
Variable Fee 1.20%
Hurdle Rate 10.00%
Profit Sharing 15% Profit Sharing Over 10% Hurdle
Benchmark S&P BSE 500 TRI
Portfolio Age 6 years, 6 months
Trailing Returns
Portfolio Manager
Shailendra Agarwal
Shailendra Agarwal
Profile Shailendra 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. Investment ₹5000000
SIP Option Not Available
STP Option Not Available
Exit Load Exit load is 0%
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