COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 1881.91 | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | No Option | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 5 years, 1 month |
 Anup Maheshwari | |||
| Profile | Anup brings with him 26 years of investment experience. He joined IIFL from DSP BlackRock Investment Managers (a joint venture between BlackRock and the DSP Group in India) in August 2018. He was associated with DSP BlackRock since July 1997 and was last designated as the Chief Investment Officer, Equities. Anup managed DSP BlackRock’s India funds from May 2001 to June 2018. For a brief period between December 2005 and May 2006, he was the CIO at HSBC Asset Management before returning to DSP BlackRock. Previously he was also associated with Chescor, a British fund management firm managing three offshore India equity funds. Anup is an alumnus of IIM Lucknow. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Chemicals 7.47% Communication Services 10.85% Consumer Discretionary 11.03% Financial Services 24.55% Health Care 9.9% Healthcare 9.94% Information Technology 7.7% Materials 14.74% Telecommunication 11.07% | ||
| Stock Holdings | Bharti Airtel Ltd. 4.19% Cash & Cash Equivalents 7.34% HDFC Bank Ltd. 6.34% Indus Towers Limited 5.13% Laurus Labs Limited 3.82% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | 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. |
