A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Fident India Builder Equity Portfolio
Fund Summary
Category
Multi Cap AND Flexi Cap
AUM (₹ cr)
UNDISC.
Fixed Fee
2.00%
Variable Fee
2.00%
Hurdle Rate
10%
Profit Sharing
15% Profit share above 10% Hurdle
Benchmark
S&P BSE 500 TRI
Portfolio Age
1 year, 7 months
Trailing Returns
Portfolio Manager
Aishvarya Dadheech
Profile
Aishvarya brings a wealth of investment experience spanning 17 years. Prior to founding Fident, he served as the Equity Fund Manager for Ambit Asset Management's PMS Strategy, from April 2017 to May 2023. He was associated with Reliance Life Insurance as an Equity Fund Manager from July 2010 to March 2017. Additionally, he worked as an Equity Research Analyst at Crisil Limited from June 2007 to July 2010.
Detailed Portfolio
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed
Investment Details
Min. Investment
5000000
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.