COMPARE PMS SCHEMES| Category | Large Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 107.90 | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 10.00% | ||
| Profit Sharing | 20% Profit sharing above 10% Hurdle | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 14 years, 4 months |
 Dr. Raman Nagpal | |||
| Profile | A Computer Scientist, Serial Entrepreneur and Business Executive. Raman has a deep background in technology and finance. He has been the inventor and founder of several technologies and new businesses in the area of adaptive learning engines, spurious drug detection system and application of data analytics in stock markets. Before pursuing investment fulltime, he was at Adobe Systems for 13 years where he was running a $200 Million global business. Raman holds a Bachelor in Computer Science from Delhi Institute of Technology and a Masters in Computer Science from BITS Pilani. He also earned a Masters in International Business and is a Chartered Financial Analyst. He is a certified Corporate Director from Insead Business School. He has over 20 years of experience of investing in Indian markets and running global businesses – large enterprise as well as his own start-ups. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Capital Goods 8.25% Chemicals 7.28% Fast Moving Consumer Goods 10.66% Financials Services 28.67% HealthCare 14.24% | ||
| Stock Holdings | Apollo Hospitals Enterprises Ltd 5.89% Bharti Airtel Ltd 6.21% HDFC Bank Ltd. 6.02% ICICI Bank Ltd 5.76% Marico Ltd 6.13% Muthoot Finance Ltd 7.97% |
| 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. |
