Special 
| Category | MULTI CAP AND FLEXI CAP | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.00% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | 10.00% | ||
| Profit Sharing | 15% Profit sharing above 10% hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 5 years, 10 months |
 Kartik Damodar | |||
| Profile |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Consumer Services 7.58% Financial Services 66.17% Healthcare 3.66% NA Undisclosed | ||
| Stock Holdings | Cash & Cash Equivalents 22.59% Federal Bank Ltd 11.39% HDFC Bank Ltd 8.82% IndusInd Bank Ltd 7.25% Motilal Oswal Financial Services Limited 14.26% Undisclosed |
| Min. Investment | ₹5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 1.00% if redeemed in >2-3 years, 0% thereafter. |
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