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comparison

COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Tata - Enterprising India Investment Approach
Fund Summary
Category MULTI 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 18 years, 10 months
Trailing Returns
Portfolio Manager
Kunal Pawaskar
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.
Detailed Portfolio
Allocation by Market Cap
  • Large Cap 48.2%
  • Mid Cap 20.81%
  • Small Cap 18.84%
Sector Holdings
Automobile and Auto Components
6.94%
Capital Goods
14.03%
Fast Moving Consumer Goods
13.99%
Financial Services
18.22%
Telecommunication
9.04%
Stock Holdings
Cash & Cash Equivalents
12.15%
Federal Bank Ltd
6.11%
Hitachi Energy India Limited
6.32%
ICICI Bank Ltd
6.9%
Infosys Ltd
6.3%
Mahindra & Mahindra Ltd
6.94%
Investment Details
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.
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