COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 384.15 | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 10% or 10% | ||
| Profit Sharing | 25% Profit sharing Over 10% Hurdle Or 15% Profit sharing 10% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 2 years, 8 months |
 Siddharth Vora | |||
| Profile | Mr. Siddharth Vora is the Head of Quant Investment Strategies & Fund Manager - PMS at Prabhudas Lilladher (plindia.com). In his career spanning over 5 years, Siddharth’s contributions in the field of research and investments have been significant. Multi Asset Dynamic Portfolio (MADP), a first of a kind Quant Based Tactical Asset Allocation PMS that invests only in passive instruments is his brainchild. MADP is poised to become PL’s Flagship PMS Offering. Siddharth has been an integral part of overall strategic management for New Business Verticals of the PL group including Quantitative Asset Management, Digital Investment Advisory, FinTech Business, Wealth Management Business and Digital Transformation. He further contributes to talent strategy for the PL group and is involved in creating a talent pipeline and in key strategic and hiring decisions for the PL Group. Siddharth joined Prabhudas Lilladher in the year 2016 and has been instrumental in setting up and heading the company’s Quantitative Research & Investment Management Vertical. He has also been involved in setting up the investment advisory business across offline and digital channels for the PL Group, by taking a quantitative strategies approach and collaborating with platforms such as smallcase and wealthdesk to offer PL’s advisory to tech savvy retail clients. Siddharth Vora is a Chartered Accountant from the ICAI and a CFA Charter holder. He holds a Masters of Science Degree in Management for Business Excellence with a double diploma in World Politics from University of Warwick, United Kingdom. He is a SEBI registered Research Analyst and Investment Advisor. An avid traveler and sports enthusiast, Siddharth is professionally trained in football, athletics, badminton and chess. His passion for good food led him to successfully co-found ‘Saucery’ (www.saucery.in) in 2014 – a Premium FMCG brand for International Gourmet Dips, Sauces and condiments. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Auto & Auto Ancillary 8.82% Consumer Staples 2.97% Financials 40.33% Industrials 10.5% Materials 21.88% | ||
| Stock Holdings | Aditya Birla Capital Ltd 3.13% Bank of India 3.13% Cummins India Ltd 3.07% Hindalco Industries Ltd 3.18% Tata Steel Ltd 3.44% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter. |
