Special 
| Category | LARGE CAP | LARGE CAP | |
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | 203.76 | |
| 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 | 20% Profit sharing above 10% Hurdle | |
| Benchmark | Nifty 50 TRI | Nifty 50 TRI | |
| Portfolio Age | 3 years, 10 months | 13 years, 5 months |
 Dr. Raman Nagpal | |||
| Profile | A Computer Scientist, Serial Entrepreneur and Business Executive. Raman has a deep background in technology and finance. He has been the inventor and founder of several technologies and new businesses in the area of adaptive learning engines, spurious drug detection system and application of data analytics in stock markets. Before pursuing investment fulltime, he was at Adobe Systems for 13 years where he was running a $200 Million global business. Raman holds a Bachelor in Computer Science from Delhi Institute of Technology and a Masters in Computer Science from BITS Pilani. He also earned a Masters in International Business and is a Chartered Financial Analyst. He is a certified Corporate Director from Insead Business School. He has over 20 years of experience of investing in Indian markets and running global businesses – large enterprise as well as his own start-ups. |
| Allocation by Market Cap | Undisclosed |
| |
|---|---|---|---|
| Sector Holdings | Undisclosed | Automobile and Auto Components 7.74% Fast Moving Consumer Goods 10.57% Financials Services 19.59% Health Care 17.52% Information Technology 9.11% | |
| Stock Holdings | Undisclosed | Axis Bank Ltd 5% Bharti Airtel Ltd. 6.51% HCL Technologies Ltd 6.95% Lupin Ltd 4.4% Sun Pharmaceutical Industries Ltd. 7.35% VBL 4.95% |
| Min. Investment | ₹5000000 | ₹5000000 | |
|---|---|---|---|
| SIP Option | Not Available | Not Available | |
| STP Option | Not Available | 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. | 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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