COMPARE PMS SCHEMES| Category | Large Cap | Large Cap | |
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | 197.53 | |
| Fixed Fee | 1% or 0% | 2.50% | |
| Variable Fee | No Option | 1.50% | |
| Hurdle Rate | No Option | 10.00% | |
| Profit Sharing | 20% Profit sharing on All Profits | performance fees of 15% profit sharing above a hurdle of 10%, no catch-up | |
| Benchmark | Nifty 50 TRI | Nifty 50 TRI | |
| Portfolio Age | 4 years, 8 months | 5 years, 5 months |
 Anshuman Khanna |  Tej Shah | ||
| 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. | Prior to joining Marcellus, Tej worked at Mayfield, a Silicon Valley headquartered venture capital fund which manages $3Bn globally and $220Mn in India. Tej spent 2 years as a part of Mayfield India’s investment team covering multiple sectors and being at the centre of India’s evolving venture ecosystem. Prior to Mayfield, Tej was a part of the equity and capital markets team of Ambit Capital where he worked on executing IPOs, QIPs and buybacks. |
| Allocation by Market Cap |
|
| |
|---|---|---|---|
| Sector Holdings | Capital Goods 7.27% Fast Moving Consumer Goods 14.19% Financial Services 21.04% Power 8.36% Services 11.41% | Undisclosed | |
| Stock Holdings | Undisclosed | Cholamandalam Investment and Finance Company Ltd. 8% HDFC Bank Ltd. 13% ICICI Bank Ltd 10% Info Edge India Ltd 7% Kotak Mahindra Bank Ltd. 7% |
| Min. Investment | 5000000 | 5000000 | |
|---|---|---|---|
| SIP Option | Not Available | Not Available | |
| STP Option | Not Available | 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. | Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter. |
