COMPARE PMS SCHEMES| Category | Large Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.00% | ||
| Variable Fee | 1.00% | ||
| Hurdle Rate | 10% | ||
| Profit Sharing | 20% Profit share above 10% Hurdle | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 3 years |
 Ekta Mehta | |||
| Profile | Ekta Mehta is a Portfolio Manager at Karma Capital Advisors. She has over 12 years of rich experience spread across multiple facets of investing and financial analysis. She is responsible for managing large cap funds along with coverage of companies in key sectors like Banking, Financials, Insurance, FMCG, Hotels, Hospitals and Oil & Gas. Prior to Karma Capital, Ekta was with MSCI and SGA and explored varied domains of Indexing and Investor Relations. Before that she was with B&K securities as a sell-side analyst covering the media sector and had a brief stint as Research Associate at Karma Capital. Ekta completed her MBA in Finance from N.L Dalmia Institute of Management studies and holds a CFA degree from ICFAI university. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobiles & Components 7.49% BFSI 34.22% Consumer Durables & Apparel 6.89% Health Care 22.07% Industrials 11.05% | ||
| Stock Holdings | Cipla Ltd 5.26% Hdfc Life Insurance Company Ltd 7.52% ICICI Bank Ltd 5.3% Sbi Cards And Payment Services Ltd 5.99% Sun Pharmaceutical Industries Ltd 6.04% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 0.10% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter. |
