A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
ithought - VRDDHI
Fund Summary
Category
SMALL CAP
AUM (₹ cr)
380
Fixed Fee
No Option
Variable Fee
1.50%
Hurdle Rate
8.00%
Profit Sharing
15% Profit sharing above 8% hurdle
Benchmark
S&P BSE 500 TRI
Portfolio Age
3 years, 10 months
Trailing Returns
Portfolio Manager
Shyam Sekhar
Profile
Mr Shyam Sekhar has more than 3 decades of investing experience in franchise based high growth businesses. He follows a value-based approach to investing. His focus is on identifying investment opportunities in emerging companies through a sound research driven process. His strengths include exposure to multiple industries as a research analyst, creating large sized portfolios and investing across market cycles.
Detailed Portfolio
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed
Investment Details
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, 1.00% if redeemed in >2-3 years, 0% thereafter.