COMPARE PMS SCHEMES| Category | Multi Asset | ||
|---|---|---|---|
| AUM (₹ cr) | 14.55 | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 8.00% | ||
| Profit Sharing | 20% Profit sharing above 8% Hurdle | ||
| Benchmark | NSE Multi Asset Index 2 | ||
| Portfolio Age | 7 years, 4 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 8.66% Construction Materials 4.31% Consumer Services 5.21% Financial Services 17.67% Healthcare 8.78% Oil, Gas & Consumable Fuels 5.76% | ||
| Stock Holdings | Aditya Birla Capital Ltd 6.79% Ambuja Cements Ltd. 4.31% CARE Ratings Limited 3.57% Cash & Cash Equivalents 5.03% Hero MotoCorp Limited 6.67% Piramal Finance Limited. 5.39% Piramal Finance Ltd 5.36% Rec Limited 4.31% Reliance Industries Ltd 5.76% |
| Min. Investment | 10000000 | ||
|---|---|---|---|
| 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. |
