Special 
| Category | SMALL AND MID CAP | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.00% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | 0% or 20% | ||
| Profit Sharing | 0 % or 20% Profit sharing above 20% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 3 years, 9 months |
 Nilesh Shah | |||
| Profile | He is a Founder & Managing Director of Atlas Integrated Finance Ltd. He holds a B.E. in Electrical from V.J.T.I. & D.A.M. from Jamnalal Bajaj Institute Of Management Studies. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Capital Goods 8.97% Chemicals 9.88% Diversified 8.1% Financial Services 14.04% Metals & Mining 10.75% Services 3.47% | ||
| Stock Holdings | Cash & Cash Equivalents 21.33% Federal Bank Ltd 3.11% Godrej Industries Ltd 8.1% Honeywell Automation India Ltd 7.08% Idfc First Bank Limited 6.41% Steel Authority of India Ltd 6.7% Tata Chemicals Ltd 3.87% |
| 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, 0% thereafter. |
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