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comparison

COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Smart Alpha Small & Micro Cap
Fund Summary
Category SMALL CAP
AUM (₹ cr) UNDISC.
Fixed Fee 2.50%
Variable Fee 1.50% or 0.00%
Hurdle Rate 10.00% 8.00% or 0%
Profit Sharing 15% above the 10% Hurdle or 20% above the 8% Hurdle or15% profit sharing on All Profits
Benchmark S&P BSE 500 TRI
Portfolio Age 1 years, 3 months
Trailing Returns
Portfolio Manager
Alok Agarwal
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
Undisclosed
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.
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