COMPARE PMS SCHEMES| Category | Mid Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | 15% Profit share on profits | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 10 years, 11 months |
 Aishvarya Dadheech | |||
| Profile | With over 12 years of experience in Indian equities, Aishvarya has been managing Ambit Group’s proprietary book for the last 2 years. He has a rich experience of fund management under Good & Clean Framework. Prior to that, he was with Reliance Life Insurance as Equity Fund manager managing their investments for almost 7 years. While in Insurance, his outlook was always long term and embedded with quality. There he had consistently outperformed the benchmark index and achieved internal targets. Prior to that, he was with CRISIL as an Equity and Credit Research Analyst for over 3 years. He is a qualified Chartered Accountant (India, 2009) and MBA Finance. Aishvarya is also a CFA charter holder from CFA Institute, USA. He holds a bachelor degree in Accounting (Honours) from St. Xavier’s College, Kolkata. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile 14.5% Financials 40% Information Technology 7% Logistics 5% Pharmaceuticals 5% | ||
| Stock Holdings | Aegis Logistic Ltd 5% Aegis Logistics Ltd. 5% AU Small Finance Bank Ltd 6% Bharat Electronics Limited 5% Cholamandalam Investment And Finance Company Ltd 5% Lupin Ltd 5% State Bank Of India Ltd. 5% Tvs Motor Company Ltd 5% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is 1.00% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter. |
