COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 89.23 | ||
| Fixed Fee | 2.00% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | 10% | ||
| Profit Sharing | 20% Performance above Hurdle 10% | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 2 years, 10 months |
 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. |
| Allocation by Market Cap | Undisclosed | ||
|---|---|---|---|
| Sector Holdings | Undisclosed | ||
| Stock Holdings | Undisclosed |
| 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. |
