COMPARE PMS SCHEMES| Category | Small Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 358.21 | ||
| 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 | 4 years, 9 months |
 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. |
| Allocation by Market Cap | Undisclosed | ||
|---|---|---|---|
| Sector Holdings | Undisclosed | ||
| Stock Holdings | Undisclosed |
| 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. |
