COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 141.16 | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 8.00% | ||
| Profit Sharing | 20% Profit sharing above 8% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 7 years, 5 months |
 Deepak Makwana | |||
| Profile | Mr. Deepak Makwana has over 15 yrs of experience in financial markets. He has worked across various profiles from fundamental research to portfolio advisory. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 13.8% Construction Materials 7.21% Consumer Services 7.44% Financial Services 29.63% Healthcare 12.94% Oil, Gas & Consumable Fuels 8.63% | ||
| Stock Holdings | Aditya Birla Capital Ltd 8.06% Ambuja Cements Ltd. 6.95% Hero MotoCorp Limited 7.5% ICICI Bank Ltd. 6.82% IIFL Finance Limited 5.21% Piramal Finance Limited. 7.85% Piramal Finance Ltd 7.77% Reliance Industries Ltd 8.63% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is 1.00% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter. |
