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bt_logoCOMPARE PMS SCHEMES

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Agile Strategy
Fund Summary
CategoryMulti Cap AND Flexi Cap
AUM (₹ cr)62.49
Fixed Fee1.75%
Variable FeeNo Option
Hurdle Rate6% or 0%
Profit Sharing20% Profit Sharing Over 6% Hurdle Rate or 15% Profit on all Profits
BenchmarkS&P BSE 500 TRI
Portfolio Age2 years, 7 months
Trailing Returns
Portfolio Manager
Vinay Arya
Vinay Arya
ProfileVinay Arya, MBA (FMS Delhi), All India rank-holder CA, CS, B.Com (H) (SRCC)
Detailed Portfolio
Allocation by Market Cap
    Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed
Investment Details
Min. Investment5000000
SIP OptionAvailable
STP OptionAvailable
Exit Load Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.