COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.00% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | 10% | ||
| Profit Sharing | 20% Profit sharing above 10% hurdle | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 1 year, 6 months |
 Viraj Mahadevia | |||
| Profile | Viraj has over 20 years of experience in finance,with 10 years in Private Equity in India as part of Actis (AUM of over US$ 7.5 Bn across various funds), one of the largest emerging market PE funds. He has over 5 years experience in previous assignments including M&A and capital raising for Healthcare and Consumer sectors at Goldman Sachs and Citigroup based out of their London offices. He holds an MBA in Finance and Leadership Change Management from the Indian School of Business, Hyderabad (2004) and a BSc in Electrical Engineering from the University of Michigan Ann Arbor (2000). |
| Allocation by Market Cap | Undisclosed | ||
|---|---|---|---|
| Sector Holdings | Undisclosed | ||
| Stock Holdings | Undisclosed |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Available | ||
| STP Option | 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. |
