COMPARE PMS SCHEMES| Category | Small AND Mid Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 433.84 | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 12.00% | ||
| Profit Sharing | 20% Profit Sharing over 12% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 14 years, 4 months |
 Dr. Naresh Chand Gupta | |||
| Profile | A Corporate Executive, Computer Scientist, and a prolific Researcher, Naresh is a Gold medalist from IIT-Kanpur and a Ph.D. from the University of Maryland. Before pursuing investing fulltime, Naresh was the founder and Managing Director of Adobe India from 1997 till March 2015. He conceived and grew Adobe's presence in India to 3500+ engineers over 18 years. Under his leadership, 40% of Adobe's core research and development was done at the Indian campus and several hundred global patents filed from campus. As part of Adobe's global executive team, he was running one of the three global businesses in Adobe's $8 Billion portfolios. Naresh is a prolific researcher and inventor. He is the author of several widely referred and seminal scientific papers in the area of Artificial Intelligence, Pattern Recognition, and Computer Vision. He holds seven Individual U.S. Patents. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 5.91% Capital Goods 13.97% Fast Moving Consumer Goods 12.86% Financial Services 21.35% Healthcare 15.65% | ||
| Stock Holdings | Force Motors Ltd 3.1% GE Vernova T&D India Limited. 2.68% Godfrey Phillips India Limited 3.68% MCX India Ltd 4.41% Motilal Oswal Financial Services Ltd 2.57% Nippon Life India Asset Management Limited. 2.6% Nippon Life India Asset Management Ltd. 2.58% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter. |
