COMPARE PMS SCHEMES| Category | Mid Cap | Small AND Mid Cap | |
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | UNDISC. | |
| Fixed Fee | 2.00% | 2% | |
| Variable Fee | 1.50% | No Option | |
| Hurdle Rate | No Option | No Option | |
| Profit Sharing | No Option | No Option | |
| Benchmark | S&P BSE 500 TRI | S&P BSE 500 TRI | |
| Portfolio Age | 7 years, 9 months | 10 years, 1 month |
 Sarath K Reddy |  Abhishek Anand | ||
| Profile | In a career spanning 25 years, Mr. Sarath Reddy has to lead a variety of functions in the field of Investments. Having started his career in Mumbai with Standard Chartered Bank, he took the first opportunity that came along to turn into an entrepreneur. Mr. Sarath Reddy along with a highly experienced team of professionals founded Unifi Capital in 2001. As a Chief Investment Officer, he works very closely with the research analysts and fund management team to deliver unmatched performance. | Mr. Abhishek has 10 years of experience with 8 years in institutional equity research covering multiple sectors such as Telecom, Media, IT& Consumer. He has won the Starmine Top Analyst Award for 2011-12 (Rank 3rd for Information Technology sector) and 2012-13 (Rank 1st for Information Technology sector and 5th overall sector) by Thomson Reuters. Abhishek has been quoted frequently on the Telecom sector in various financial dailies and appears on business channels to give his views on the Telecom sector. His previous assignments were with institutional research division of SBI Capital Markets, Dun & Bradstreet & CMIE. He is an MBA Finance from Mumbai University & PGDTFM from ICFAI University. |
| Allocation by Market Cap | Undisclosed |
| |
|---|---|---|---|
| Sector Holdings | Undisclosed | Capital Goods 17.47% Financial Services 14.04% Metals & Mining 11.65% Realty 22.11% Textiles 10.93% | |
| Stock Holdings | Undisclosed | Anant Raj Limited 5.21% APL Apollo Tubes Limited 6.96% Cash & Cash Equivalents 5.55% Jindal Stainless Limited 7.23% Time Technoplast Limited 5.73% Vishnu Chemicals Limited 4.99% |
| Min. Investment | 5000000 | 5000000 | |
|---|---|---|---|
| SIP Option | Not Available | Not Available | |
| STP Option | Not Available | Not 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. | Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter. |
