A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Small Midcap
Fund Summary
Category
SMALL AND MID CAP
AUM (₹ cr)
141.54
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, 2 months
Trailing Returns
Portfolio Manager
Viraj Mahadevia
Profile
Viraj has over 20 years of experience in finance,with 10 years in Private Equity in India as part of Actis (AUM of over US$ 7.5 Bn across various funds), one of the largest emerging market PE funds. He has over 5 years experience in previous assignments including M&A and capital raising for Healthcare and Consumer sectors at Goldman Sachs and Citigroup based out of their London offices. He holds an MBA in Finance and Leadership Change Management from the Indian School of Business, Hyderabad (2004) and a BSc in Electrical Engineering from the University of Michigan Ann Arbor (2000).
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.