Special 
| Category | MULTI CAP | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.00% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | 0% or 20% | ||
| Profit Sharing | 0 % or 20% Profit sharing above 20% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 3 years, 5 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 4.22% Chemicals 7.83% Fast Moving Consumer Goods 18.28% Financial Services 7.66% InformationTechnology 7.13% Metals & Mining 12.36% Services 8.01% | ||
| Stock Holdings | Britannia Industries Ltd 7.84% Cash & Cash Equivalents 8.11% Honeywell Automation India Ltd 4.22% ICICI Bank Ltd 6.69% Infosys Ltd 7.36% Mahindra & Mahindra Ltd 7.5% Tata Consumer Products Limited 7.34% |
| Min. Investment | ₹5000000 | ||
|---|---|---|---|
| SIP Option | Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 0% thereafter. |
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