COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 1.75% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | No Option | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 5 years, 2 months |
 Amit Gupta | |||
| Profile | Mr.Amit Gupta Over 2 decades of experience in Financial markets with Research expertise in Equity, Currency and Commodities. Won the India’s Best Analyst Award in the year 2012 and 2014 from the erstwhile President of India Was on the advisory panel of NSE for the launch of new Derivatives products.Have attended seminars as spokesperson across India and abroad for the comprehensive coverage on Equity markets.Handled the FIIs desk in Hongkong for ICICI Securities. Gives his opinion on Equity markets on prime channels like CNBC, ET Now, etc Gold medalist in Mechanical Engineering from Bangalore university and MBA (Finance) from IBS Hyderabad |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Capital Goods 9.48% Construction Materials 5.82% Financial Services 31.82% Healthcare 5.4% Information Technology 6.64% | ||
| Stock Holdings | Bharti Airtel Ltd. 5.34% HDFC Bank Ltd. 6.64% ICICI Bank Ltd. 4.73% Reliance Industries Ltd 5.21% State Bank Of India 5.11% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter. |
