COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.25% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | No Option | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 2 years, 3 months |
 Hemant Desai | |||
| Profile | Mr. Hemant Desai is the Promoter and Chairman of Concept Investwell Pvt. Ltd. Academically, he is a graduate in Economics and a post-graduate in Business Management with the specialization in Finance. These qualifications are combined well with rich experience of roughly 50 years in Banking, Management Consultancy, Real Estate and Investment Services (25 years in Capital Markets Services). |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Bank 10.5% Crude Oil 8% Finance 13% FMCG 8% IT 8% | ||
| Stock Holdings | Bajaj Holdings & Investment Ltd. 8% HDFC Bank Ltd 8% ITC Ltd 8% Reliance Industries Ltd 8% Tata Consultancy Services Ltd 8% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter. |
