A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Jasmine
Fund Summary
Category
MULTI CAP
AUM (₹ cr)
UNDISC.
Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10%
Profit Sharing
20% Profit Sharing above 10% hurdle
Benchmark
S&P BSE 500 TRI
Portfolio Age
1 years, 6 months
Trailing Returns
Portfolio Manager
Vinay Jain
Profile
Mr. Vinay Jain joined Karma Capital in May 2013. Prior to joining Karma Capital, he worked with SS&C GlobeOp Financial Services Ltd in Valuations division for nine months where he was responsible for carrying out independent valuation analysis for non-OTC, illiquid and hard to value (HTV) securities for Hedge Fund and Pension Fund clients. As part of his Post Graduation Internship, he had worked with Karma Capital as a Management Trainee in May – June 2011. He has completed his MBA in Finance from University of Mumbai and has also done his B.E. in Electronics from University of Mumbai
Detailed Portfolio
Allocation by Market Cap
Large Cap36.32%
Mid Cap16.6%
Small Cap37.33%
Sector Holdings
Communication Services
10.99%
Consumer Discretionary
23.43%
Financials
16.86%
Health Care
29.63%
Industrials
8.02%
Stock Holdings
Bharti Airtel Ltd
5.78%
Cipla Ltd
5.8%
Jubilant Pharmova Ltd
5.88%
Sbi Cards And Payment Services Ltd
6.42%
Tata Motors Ltd
7.3%
Zydus Lifesciences Ltd
5.91%
Investment Details
Min. Investment
₹5000000
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.