A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Flexicap
Fund Summary
Category
FLEXICAP
AUM (₹ cr)
84.90
Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
10%
Profit Sharing
20% Performance above Hurdle 10%
Benchmark
S&P BSE 500 TRI
Portfolio Age
1 years, 10 months
Trailing Returns
Portfolio Manager
Manish Gupta
Profile
Manish has over 23 years of experience in Indian equity markets. He was part of the senior leadership team at CLSA’s Institutional Equities business in Mumbai and New York. During his 17-years at CLSA, he has advised leading FIIs, insurance companies, mutual funds, private equity funds and sovereign wealth funds on their Indian equity investments. He was involved in numerous IPOs, QIPs, equity placements, block trades during his tenure. He holds a 5-year Integrated M. Tech. from IIT Delhi (1999), MBA from IIM Ahmedabad (2001) and CFA charter holder from CFA Institute, USA.
Detailed Portfolio
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed
Investment Details
Min. Investment
₹5000000
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 1.00% if redeemed in >2-3 years, 0% thereafter.