scorecardresearch
Clear all
Search

COMPANIES

No Data Found

NEWS

No Data Found
Sign in Subscribe
comparison

COMPARE PMS Schemes

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
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 Cap 62.6%
  • Mid Cap 22.3%
  • Small Cap 14.82%
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.
Advertisement