COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi 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 | 1 year, 10 months |
 Siddharth Mandalaywala | |||
| Profile |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile & Ancillaries 9% Bank 23% ETF 6% Insurance 8% Power 7% | ||
| Stock Holdings | Axis Bank Ltd 6% Coal India Ltd. 5% HDFC Bank Ltd 8% Itc Ltd. 5% Star Health and Allied Insurance Company Ltd. 5% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter. |
