COMPARE PMS SCHEMES| Category | Small Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.00% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | 12.00% | ||
| Profit Sharing | 20% Profit Sharing on 12% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 7 years, 5 months |
 Ishan Thakkar | |||
| Profile | Mr. Ishan Thakkar is an astute professional with an MBA in Finance, and over 6 years of expertise in the dynamic equity market. Since joining Fort Capital in 2018, he has been instrumental in steering the pre-investment process and adroitly managing the active investments within our portfolio companies. Ishan’s forte lies in unearthing lucrative opportunities by employing a meticulous bottom-up approach to stock selection. Ishan’s rigorous screening process, tracks management commentary against delivered performance for at least 6-8 quarters before investment. This rigor has led to sustained outperformance against benchmark indices. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 18.34% Capital Goods 27.02% Chemicals 13.69% Consumer Services 5.36% Healthcare 15.83% | ||
| Stock Holdings | Undisclosed |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter. |
