COMPARE PMS SCHEMES| Category | Mid AND Large Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 1% or 0% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | 20% Profit sharing on All Profits | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 4 years, 7 months |
 Anshuman Khanna | |||
| Profile | Anshuman has over 20 years of industry experience with board and senior management positions in various companies including mining, financial services, oil trading, garments and real estate sectors. Anshuman has also advised on transactions involving investments, project finance and divestures valued in excess of USD 2 bn in areas ranging from education, oil & gas, power, shipping, real estate and cement. He is the author of Equity.in, a book on India stock market which delves into the nuances of equity markets in India with a deep dive into valuation of Indian companies in context of Indian regulatory and financial landscape. He is a B.Com (Hons) from Shri Ram College of Commerce, Chartered Accountant and Lawyer. He has worked with one of India’s top corporate law firm in the initial years of his career. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Capital Goods 6.35% Fast Moving Consumer Goods 13.87% Financial Services 21.91% Power 10.07% Services 10.02% | ||
| Stock Holdings | Undisclosed |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not 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. |
