COMPARE PMS SCHEMES| Category | Mid Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 1.50% | ||
| Variable Fee | 2.50% | ||
| Hurdle Rate | 25% or 10% | ||
| Profit Sharing | 20% Profit Sharing over 10% Hurdle or 20% Profit Sharing over 25% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 2 years, 11 months |
 Rohit Jain | |||
| Profile | Fund Manager Profile: Rohit is a Chartered Accountant and holds a Post-graduate diploma in Business Management. He has worked with CRISIL (an S&P Global Company) and Systematix Shares among others and carries over 13 years of experience in Equity Research for Institutional investors. Over the years, he has built extensive knowledge in financial modeling and valuations with sector expertise across major industries. Rohit also keeps himself updated on the latest developments on taxation, auditing, and compliance, which only adds to his existing wealth management and market know-how. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 5.82% Capital Goods 12.19% ETF 8.97% Financial Services 16.98% Healthcare 12.11% | ||
| Stock Holdings | Ahluwalia Contracts India Ltd Lloyds Metals And Energy Ltd Max Healthcare Institute Ltd Polycab India Ltd Titagarh Rail Systems Ltd |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not 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. |
