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comparison

COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Legend Flexi
Fund Summary
Category MULTI 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 0 years, 11 months
Trailing Returns
Portfolio Manager
Siddharth Mandalaywala
Siddharth Mandalaywala
Profile
Detailed Portfolio
Allocation by Market Cap
  • Large Cap 52%
  • Mid Cap 6%
  • Small Cap 38%
Sector Holdings
Automobile & Ancillaries
9%
Bank
20%
Insurance
8%
IT
10%
Power
7%
Stock Holdings
Axis Bank Ltd
6%
HDFC Bank Ltd
8%
ITC Ltd
5%
Star Health and Allied Insurance Company Ltd
5%
United Spirits Ltd
5%
Investment Details
Min. Investment ₹5000000
SIP Option Not Available
STP Option Not Available
Exit Load Exit load is 2.00% if redeemed in 0-1 year, 1.00% if redeemed in >1-2 years, 0% thereafter.
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