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comparison

bt_logoCOMPARE PMS SCHEMES

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Quant Strategy
Fund Summary
CategoryMulti Cap AND Flexi Cap
AUM (₹ cr)UNDISC.
Fixed Fee1.75%
Variable FeeNo Option
Hurdle Rate6%
Profit Sharing15% Profit Sharing on all profits or 20% Profit sharing above 6% Hurdle
BenchmarkS&P BSE 500 TRI
Portfolio Age1 year, 9 months
Trailing Returns
Portfolio Manager
Pratik Karmakar
Pratik Karmakar
ProfilePratik Karmakar, MBA (FMS Delhi), B. Tech. CS, (NIT)
Detailed Portfolio
Allocation by Market Cap
    Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed
Investment Details
Min. Investment5000000
SIP OptionAvailable
STP OptionAvailable
Exit Load Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.