COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 318.42 | ||
| Fixed Fee | No Option | ||
| Variable Fee | 1.00% | ||
| Hurdle Rate | 8.00% | ||
| Profit Sharing | 20% Profit Sharing above 8% Hurdle | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 7 years, 6 months |
 Rajesh Kumar Tiwari | |||
| Profile |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 7.31% Capital Goods 2.57% Construction Materials 4.25% Financial Services 64.42% Metals & Mining 9.72% | ||
| Stock Holdings | Axis Bank Ltd 18.35% Bajaj Holdings & Investment Limited 9.82% HDFC Bank Ltd 8.83% Karur Vysya Bank Ltd. 6.19% South Indian Bank Ltd. 5.84% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 0% |
