COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 12% | ||
| Profit Sharing | 20% Profit Sharing Above 12% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 16 years |
 Madanagopal Ramu | |||
| Profile | Mr. Madanagopal Ramu is the Fund Manager for PMS with around 14 years of experience in the Indian Financial Markets. He currently manages an AUM of over Rs.3000 crores and has over 4 years of experience in managing funds. He joined Sundaram Mutual fund in 2010 as a Research Analyst from Centrum Broking and has made rapid progress during his tenure in Sundaram AMC . He became Head of Research in April 2015 and started actively managing funds from January 2016. Madan comes with strong academic qualifications. He is a qualified Cost Accountant and has a Management degree from BIM Trichy. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 12.51% Capital Goods 37.72% Financial Services 18.1% Healthcare 7.48% Information Technology 7.46% | ||
| Stock Holdings | Cholamandalam Investment and Finance Company Ltd 6.3% GE Vernova T&D India Limited 8.12% Hitachi Energy India Limited 6.31% Kei Industries Ltd. 5.63% Mahindra & Mahindra Ltd. 7.78% Titan Company Limited 5.56% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter. |
