A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Shree Rama Managers - Lakshmi Plan
Fund Summary
Category
MULTI CAP
AUM (₹ cr)
UNDISC.
Fixed Fee
0.90%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
9% profit sharing on all profits
Benchmark
S&P BSE 500 TRI
Portfolio Age
2 years, 10 months
Trailing Returns
Portfolio Manager
Arindam Samanta
Profile
Arindam has been into equity research and investment analysis for the last 5-Years. He believes in maintaining a positive mindset and creating value for society.
Detailed Portfolio
Allocation by Market Cap
Large Cap20.79%
Mid Cap4.73%
Small Cap59.6%
Sector Holdings
Auto Components & Equipments
10.26%
Other Beverages
4.85%
Other Electrical Equipment
8.64%
Pharmaceuticals
27.08%
Real estate projects
4.65%
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.