COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | Multi Cap AND Flexi Cap | |
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | UNDISC. | |
| Fixed Fee | 2.50% | 2.00% | |
| Variable Fee | 1.00% | 1.00% | |
| Hurdle Rate | 10% | 12.00% | |
| Profit Sharing | Profit sharing 20% above 10% hurdle | 15% profit Sharing above 12% hurdle | |
| Benchmark | Nifty 50 TRI | S&P BSE 500 TRI | |
| Portfolio Age | 9 years, 10 months | 9 years, 2 months |
 Sheetal Malpani |  Hemang Kapasi | ||
| Profile | Sheetal is a post graduate in management with a major in Finance. He also holds the Chartered Financial Analyst® designation. He has 12 years of experience in the Indian Capital Markets. Before his association with Tamohara, he was with HDFC securities, Brics Securities, and Enam securities. At Tamohara, his primary responsibility is evaluating investment opportunities and Investment Management. | Hemang oversees the Discretionary Portfolio function at Sanctum Wealth and is a member of the Investment Committee. He has over 15 years of experience with more than a decade in the asset management industry across roles such as Fund Manager and Equity Research Analyst. His last stint was with Canara Robeco Asset Management as a Fund Manager. Prior to that Hemang worked with ICICI Bank. |
| Allocation by Market Cap |
|
| |
|---|---|---|---|
| Sector Holdings | Capital Goods 11.46% Consumer Durables 5.37% Fast Moving Consumer Goods 6.76% Financial Services 25.92% Healthcare 8.45% Information Technology 8.38% | Communication Services 7.26% Consumer Discretionary 22.12% Consumer Staples 5.06% Financials 26.6% Industrials 18.03% Information Technology 6.42% | |
| Stock Holdings | Cash & Cash Equivalents 18.35% HDFC Bank Ltd 7.38% Infosys Ltd 4.9% Shivalik Bimetal Controls Ltd. 4.08% Tata Consultancy Services Ltd. 3.48% | Bajaj Finance Ltd 4.46% Bharti Airtel Ltd 4.71% HDFC Bank Ltd 5.91% Reliance Industries Ltd 4.72% State Bank of India Ltd 4.67% |
| Min. Investment | 5000000 | 5000000 | |
|---|---|---|---|
| SIP Option | Available | Not Available | |
| STP Option | Available | Not Available | |
| Exit Load | Exit load is 1.00% if redeemed in 0-1 year, NA if redeemed in > 1-2 years, NA if redeemed in > 2-3 years, 0% thereafter. | Exit load is 0% |
