COMPARE PMS SCHEMES| Category | Small AND Mid Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 1.00% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | 7.00% | ||
| Profit Sharing | 20% Profit Sharing over 7% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 4 years, 10 months |
| Profile |
|---|
| Allocation by Market Cap | Undisclosed | ||
|---|---|---|---|
| Sector Holdings | Undisclosed | ||
| Stock Holdings | Undisclosed |
| 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, 1.00% if redeemed in > 2-3 years, 0% thereafter. |
