COMPARE PMS SCHEMES| Category | Small AND Mid Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.00% | ||
| Variable Fee | Nil | ||
| Hurdle Rate | Nil | ||
| Profit Sharing | Return Generated % Profit Sharing Initial Return up to 20% p. a. on the Capital Contribution NIL Return in excess of 20%p. a. on the Capital Contribution 20% | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 4 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 7.82% Construction 9.63% Consumer Services 7.42% Diversified 8.82% Financial Services 13.63% Healthcare 9.01% Metals & Mining 18.11% | ||
| Stock Holdings | Cash & Cash Equivalents 15.99% Godrej Industries Ltd. 8.82% HDFC Bank Ltd. 5.66% Honeywell Automation India Ltd. 5.73% Idfc First Bank Limited 7.52% National Aluminium Co. Ltd. 6.89% Steel Authority of India Ltd. 7.15% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter. |
