COMPARE PMS SCHEMES| Category | Large Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | 15% Profit share on profits | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 8 years, 7 months |
 Manish Jain | |||
| Profile | Manish comes with a strong research-oriented background with conviction in BUY & HOLD strategy. Manish has worked with Nomura for the last 10 years as a lead analyst covering FMCG, electrical durable & retail sectors. He was amongst the best performing analyst in the research team with consistently strong votes from leading FIIs & DIIs. For few FIIs, he was ranked No 1 analyst for four consecutive years. Prior to this, he worked with Lehman Brothers for 2 years, Enam Securities for 2 years as a research analyst covering the consumer sector and was the primary analyst for paints, sugar & pipes. Manish has also worked with ICICI Securities & Motilal Oswal in the equity research space covering auto & auto ancillaries. Professional Qualifications: Manish is Chartered Financial Analyst and has completed his MBA in Finance from SCMHRD, PUNE. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile 13% Building Material 8% Financials 29% Retail 10% Telecom 7.5% | ||
| Stock Holdings | Bharti Airtel Ltd. 7.5% Eicher Motors Ltd 7% Eternal Ltd 7% HDFC Bank Ltd 7% HDFC Life Insurance 5% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is 1.00% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter. |
