A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Abans - Growth and Momentum
Fund Summary
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
Trailing Returns
Portfolio Manager
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.
Detailed Portfolio
Allocation by Market Cap
Large Cap26%
Mid Cap25%
Small Cap36%
Sector Holdings
Automobiles
9%
BFSI
14%
Construction
10.17%
Healthcare
6%
Industrials
15%
Metals&Mining
8.36%
Retail
7%
Stock Holdings
Aditya Vision Limited
5%
Bharti Airtel Ltd.
6%
Bse Limited
5%
Bse Ltd.
6%
Hitachi Energy India Ltd
7%
Mahindra & Mahindra Ltd.
6%
Motilal Oswal Financial Servic
6%
Motilal Oswal Financial Services Ltd.
6%
Raymond Ltd.
5%
Investment Details
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.