COMPARE PMS SCHEMES| 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 | 2 years, 2 months |
 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 |
| Allocation by Market Cap | Undisclosed | ||
|---|---|---|---|
| Sector Holdings | Undisclosed | ||
| Stock Holdings | Cartrade Tech Ltd 6.91% Force Motors Ltd 5.38% GE Vernova T&D India Limited 17.83% Jayaswals Neco Industries Ltd 4.86% Multi Commodity Exchange of India Ltd 11.5% Paradeep Phosphates Ltd 4.92% |
| 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. |
