COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | No Option | ||
| Variable Fee | 1.00% | ||
| Hurdle Rate | 10.00% | ||
| Profit Sharing | Performance Fee 20% of profit over 10% return, others on actual. | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 1 year, 7 months |
 Abhishek Chauhan | |||
| Profile | Abhishek Chauhan is a veteran in Indian Equity market with over 17+ years of experience. He has extensive experience of evaluating long term business prospects of companies in India and APAC. He has experience in entrepreneurship, consulting and finance in India & Singapore. He is an alumnus of Tuck Business School at Dartmouth, IIM Ahmedabad and IIT Kanpur. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Capital Goods 4.82% Consumer Durables 8.7% Fast Moving Consumer Goods 11.63% Information Technology 8.85% Services 5.6% | ||
| Stock Holdings | Asian Paints Ltd. 5.4% Britannia Industries Ltd. 3.8% Cash & Cash Equivalents 10.22% ITC Ltd 6.4% Swaraj Engines Ltd. 4.82% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter. |
