COMPARE PMS SCHEMES| Category | Small AND Mid Cap | Small AND Mid Cap | |
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | 46.78 | |
| Fixed Fee | 2.00% | 2.50% | |
| Variable Fee | Nil | 1.50% | |
| Hurdle Rate | Nil | 10.00% | |
| 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% | 20% Profit sharing over the hurdle rate | |
| Benchmark | S&P BSE 500 TRI | Nifty 50 TRI | |
| Portfolio Age | 4 years, 7 months | 13 years, 8 months |
 Nilesh Shah |  Brijesh Ved | ||
| 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. | Over 23 years of professional work experience, of which he has spent 20 years in Asset Management Industry in India. At presently he works with Kotak AMC, as Head of Discretionary PMS. He comes with strong funds management & equity research background. He has spent two stints at Enam Asset Management (AMC) between 2004 to 2015 and 2021 to 2024. Before Enam AMC, he was with BNP Paribas Asset Management as Head of Equities- Offshore Advisory & PMS between 2015 to 2021. He holds an MBA in Finance from Monash Mt. Eliza Business School, Australia and a Bachelor of Commerce from the University of Mumbai. |
| Allocation by Market Cap |
|
| |
|---|---|---|---|
| Sector Holdings | Capital Goods 7.82% Diversified 8.89% Financial Services 18.94% Healthcare 9.01% Metals & Mining 22.5% | Agri Food & Other Products 9.61% Agri, Commercial & Const Vehicles 7.33% Banks 10.94% Consumer Durables 19.46% Personal Products 7.64% Petroleum Products 8.69% | |
| Stock Holdings | Godrej Industries Ltd. 8.89% Honeywell Automation India Ltd. 5.73% Idfc First Bank Limited 7.52% National Aluminium Co. Ltd. 7.81% Steel Authority of India Ltd. 9.74% | Ccl Products India Ltd 9.61% Emami Ltd 7.64% Gulf Oil Lubricants India Ltd 6.5% Piramal Finance Ltd 6.7% Transport Corporation Of India Ltd 6.79% Vst Tillers Tractors Ltd 7.33% |
| Min. Investment | 5000000 | 5000000 | |
|---|---|---|---|
| SIP Option | Not Available | Not Available | |
| STP Option | Not Available | Available | |
| Exit Load | Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter. | Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter. |
