A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Alpha Small Cap
Fund Summary
Category
SMALL CAP
AUM (₹ cr)
UNDISC.
Fixed Fee
2.50%
Variable Fee
1.50% or 0.00%
Hurdle Rate
10.00% or 8.00%
Profit Sharing
20% Profit Sharing over 10% or 8% Hurdle
Benchmark
S&P BSE 500 TRI
Portfolio Age
1 years, 3 months
Trailing Returns
Portfolio Manager
Alok Agarwal
Profile
Alok has over 21 years of experience in Finance and Markets, primarily in equity research and fund management. He worked with PGIM India AMC, where he managed their flagship fund and headed their Offshore Equity Desk. Alok has also worked with Deutsche Asset Management, KR Choksey Shares & Securities, E-nxt Financials Ltd and Pinnacle Academy. He holds a degree of M.Com and MS (Finance) & has also completed CA, CFA & CMT
Detailed Portfolio
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Aegis Logistics Ltd
5.79%
Amber Enterprises India Ltd
5.57%
Blue Star Ltd
7.11%
Cholamandalam Financial Holdings Ltd
5.63%
Firstsource Solutions Ltd
6.24%
Nippon Life India Asset Management Ltd
5.78%
Investment Details
Min. Investment
₹5000000
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.