A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Emkay - ENVI
Fund Summary
Category
FLEXICAP
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
2 years, 8 months
Trailing Returns
Portfolio Manager
Kashyap Javeri
Profile
Kashyap Javeri is a Fund Manager with more than a decade of experience in company and sector research. He brings exceptional insights into stocks and economy. Prior to joining Emkay Investment Managers, he was a rated BFSI analyst in Emkay Institutional Equities for eight years, and also worked with Sharekhan Ltd. as a midcap analyst. Kashyap brings with him immense in-depth knowledge not only in a variety of manufacturing and services sectors, but also in banking and economics.
Detailed Portfolio
Allocation by Market Cap
Large Cap21.19%
Mid Cap14.42%
Small Cap59.26%
Sector Holdings
Automobile and Auto Components
26.3%
Capital Goods
27.22%
Construction Materials
5.98%
Fast Moving Consumer Goods
10.03%
Healthcare
14.56%
Stock Holdings
Aarti Industries Ltd
5.68%
CIE Automotive India Limited
5.28%
Divi's Laboratories Ltd
7.39%
Eicher Motors Ltd
6.31%
Elecon Engineering Co.Ltd
6.86%
GMM Pfaudler Ltd.
6.27%
Igarashi Motors India Ltd
6.32%
Igarashi Motors India Ltd.
5.48%
Kirloskar Pneumatic Co.Ltd
7.74%
UltraTech Cement Ltd
5.98%
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.