COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | No Option | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 19 years, 10 months |
 Kunal Pawaskar | |||
| Profile | 16 years of experience primarily in investment banking and investment management Over the past decade and a half, he has worked with leading organizations including Indgrowth Capital Advisors, a mid cap and small cap long only equities focused Category III AIF, Avista Advisory (during their partnership with Houlihan Lokey), IIFL and SBI Capital Markets. Kunal is a post graduate in Management Studies from IIM Indore and holds a Bachelor’s Degree in Engineering from Mumbai University. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 7.97% Capital Goods 12.56% Fast Moving Consumer Goods 9.49% Financial Services 17.36% Healthcare 7.52% Telecommunication 7.93% | ||
| Stock Holdings | Bharti Airtel Ltd 5.96% Cash & Cash Equivalents 21.21% HDFC Bank Ltd. 6.47% Hitachi Energy India Limited 5.83% Hitachi Energy India Ltd 6.36% ICICI Bank Ltd 5.93% Indian Bank Ltd 6.9% Mahindra & Mahindra Ltd 6.73% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is NA if redeemed in 0-1 year, NA if redeemed in > 1-2 years, NA if redeemed in > 2-3 years, 0% thereafter. |
