COMPARE PMS SCHEMES| Category | Large Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 2143.41 | ||
| Fixed Fee | 2.00% | ||
| Variable Fee | 0% Or 1% | ||
| Hurdle Rate | 8% Or 12% | ||
| Profit Sharing | Variable Option: 20% of excess profits above a hurdle rate of 8% or Fixed 1% + Profit Sharing of 15% above hurdle rate of 12% | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 7 years, 2 months |
 Rakshit Ranjan | |||
| Profile | Rakshit spent 6 years (2005-2011) covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst). During these six years, he was ranked amongst the top-3 UK Insurance analysts (Thomson Reuters Extel survey) in the mid-cap space. Since 2011, Rakshit led Ambit Capital’s consumer research franchise which got voted as No.1 for Discretionary Consumer and within top-3 for Consumer Staples in 2015 and 2016. He launched Ambit’s Coffee Can PMS in Mar’17 and managed it till Dec’18. Under his management, Ambit’s Coffee Can PMS was one of India’s top performing equity products during 2018.Qualifications :Rakshit has a B.Tech from IIT (Delhi) and is a CFA charter holder. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Auto & Auto Components 18.4% Building Materials 15.3% Consumer Discretionary 11.2% Financial Services 24.5% Pharma & Healthcare 22.6% | ||
| Stock Holdings | Divi's Laboratories Ltd. 8% Eicher Motors 7.2% Narayana Hrudayalaya Ltd. 7.5% Trent Ltd. 8% Tube Investments 7.5% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter. |
