Special 
| Category | MULTI CAP | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | 20% Profit Sharing on all Profits | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 13 years, 2 months |
 Kaushik Dani | |||
| Profile | Kaushik has over 23 years of experience in Indian Capital Markets in the areas of Fund Management, Equity Research and Portfolio Management. He has worked with some of the large Portfolio Management Companies in India including Reliance Wealth, Karvy, KR Choksey and Sharekhan. In his previous role he was a leading Portfolio Manager responsible for managing various discretionary strategies. The Midcap PMS Strategy there had a good track record of outperforming the benchmark Index over long periods. He has also worked with Mutual funds like Birla Sunlife Mutual Fund and Peerless Mutual Fund. At Peerless MF, he was the key Equity Fund Manager and also headed Equities. He has done his MBA in Finance from Canadian School of Management and Graduation from Mumbai University. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobiles 8% BFSI 14% BFSI - credit 20% Healthcare 6% Industrials 11% Retail 8% White Goods 9% | ||
| Stock Holdings | Bajaj Finance Ltd 5.08% Bharti Airtel Ltd. 5.69% Bse Ltd. 6% Hitachi Energy India Ltd 6.37% J.B. Chemicals & Pharmaceuticals Ltd 5.34% Mahindra & Mahindra Ltd. 6% Motilal Oswal Financial Services Ltd. 5.97% |
| Min. Investment | ₹5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 2.00% if redeemed in 0-1 year, 1.00% if redeemed in >1-2 years, 0% thereafter. |
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