COMPARE PMS SCHEMES| Category | Small AND Mid Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 1274.09 | ||
| 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 | 8 years, 2 months |
 Abhishek Bhardwaj | |||
| Profile | Abhishek Bhardwaj, a Chartered Accountant brings over 20 years of experience in the equity markets, having worked with prominent institutions such as Care Ratings, Reliance Mutual Fund, Monsoon Capital, and Heritage Capital. In one of his role, he served as Head of Equity at Star Union Dai-ichi Life Insurance, where he managed an equity AUM of approximately USD 300 million. Throughout his career, Abhishek has gained significant exposure to international best practices in fund management. Notably, The Heritage Fund, under his stewardship, was recognized among the top five hedge funds in India in 2010 by Eureka hedge” |
| 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. |
