COMPARE PMS SCHEMES| Category | Mid AND Large Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 51.82 | ||
| Fixed Fee | No Option | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 10% | ||
| Profit Sharing | 12% Profit sharing above 10% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 5 years, 12 months |
 Pradeep Gokhale | |||
| Profile | Pradeep Gokhale, A Chartered Accountant, CFA (USA) with 25+ Years of Equity Market Experience He has held senior investment roles at leading financial institutions including Tata Mutual Fund, ITI Mutual Fund, and CARE Ratings. he served as Head of Equity at ITI Asset Management Company for four years, where he led the equity investment strategy and fund management across various mandates.Prior to ITI AMC, Pradeep spent 15 years at Tata Mutual Fund, managing a wide range of equity products. His portfolio included: Large Cap Funds: Tata Large Cap Fund Multi-Cap Funds: Tata Large and Midcap Fund, Tata India Tax Savings Fund, and the equity portion of Tata Hybrid Equity Fund Thematic and Offshore Funds: Tata Ethical Fund and Tata India Offshore Opportunities Fund Under his stewardship, these funds collectively managed assets exceeding ?5,000 crores, consistently focusing on long-term value creation and disciplined investment processes. |
| Allocation by Market Cap | Undisclosed | ||
|---|---|---|---|
| Sector Holdings | Undisclosed | ||
| Stock Holdings | Undisclosed |
| Min. Investment | 10000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter. |
