A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Debt Equity Hybrid PMS Fund
Fund Summary
Category
MULTI CAP
AUM (₹ cr)
UNDISC.
Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
0% or 20%
Profit Sharing
0 % or 20% Profit sharing above 20% Hurdle
Benchmark
S&P BSE 500 TRI
Portfolio Age
4 years, 0 months
Trailing Returns
Portfolio Manager
Nilesh Shah
Profile
He is a Founder & Managing Director of Atlas Integrated Finance Ltd. He holds a B.E. in Electrical from V.J.T.I. & D.A.M. from Jamnalal Bajaj Institute Of Management Studies.
Detailed Portfolio
Allocation by Market Cap
Large Cap62.6%
Mid Cap22.3%
Small Cap14.82%
Sector Holdings
Automobile and Auto Components
6.25%
Consumer Services
11.56%
Fast Moving Consumer Goods
5.21%
Financial Services
36.87%
Information Technology
12.13%
Stock Holdings
Computer Age Management Services Limited
3.72%
HDFC Bank Ltd
4.57%
ICICI Bank Ltd
3.4%
Larsen & Toubro Limited
3.57%
Tata Investment Corporation Ltd
12.11%
Titan Company Limited
3.84%
Trent Ltd [Lakme Ltd]
10.38%
Investment Details
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, 0% thereafter.