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comparison

bt_logoCOMPARE PMS SCHEMES

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Meritor Q
Fund Summary
CategoryMulti Cap AND Flexi Cap
AUM (₹ cr)48.40
Fixed Fee2.00%
Variable FeeNo Option
Hurdle RateNo Option
Profit SharingNo Option
BenchmarkS&P BSE 500 TRI
Portfolio Age3 years, 2 months
Trailing Returns
Portfolio Manager
Omkar Sawant
Omkar Sawant
ProfileBCOM, CA
Detailed Portfolio
Allocation by Market Cap
  • Large Cap 44.35%
  • Mid Cap 21.27%
  • Small Cap 33.39%
Sector Holdings
Consumer Discretionary
11.43%
Financials
19.45%
Health Care
17.66%
Industrials
11.8%
Materials
16.57%
REIT
9.89%
Stock Holdings
Berger Paints India Ltd.
3.51%
Bharti Airtel Ltd.
7.12%
Cipla Ltd.
4.44%
eClerx Services Ltd.
3.59%
Eicher Motors
4.02%
HDFC Bank Ltd
10.31%
Knowledge Realty Trust
3.76%
Investment Details
Min. Investment5000000
SIP OptionAvailable
STP OptionAvailable
Exit Load Exit load is 0%