COMPARE PMS SCHEMES| Category | Mid AND Large Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 10% | ||
| Profit Sharing | 5% Profit sharing above 10% hurdle(with full catch up) | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 3 years, 5 months |
 Saurabh Dhole | |||
| Profile | 12+ Years Experience Saurabh has previously worked with organisations such as Trivantage Capital and ICRA, one of India’s leading credit rating agencies where he was involved in the credit assessment of financial sector companies.At True Beacon, he manages the life cycle of the long-only portfolio which involves scanning, evaluation, monitoring to complete exit of investments |
| Allocation by Market Cap | Undisclosed | ||
|---|---|---|---|
| Sector Holdings | Undisclosed | ||
| Stock Holdings | 360 ONE WAM Ltd 1.92% City Union Bank Ltd 1.81% Hero Motocorp Ltd 1.84% IDBI Bank Ltd 1.79% Indus Towers Ltd 1.85% Lupin Ltd 1.81% PNB Housing Finance Ltd 1.95% |
| Min. Investment | 10000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter. |
