COMPARE PMS SCHEMES| Category | Small AND Mid Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 18.23 | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | No Option | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 19 years, 10 months |
 Kunal Pawaskar | |||
| Profile | 16 years of experience primarily in investment banking and investment management Over the past decade and a half, he has worked with leading organizations including Indgrowth Capital Advisors, a mid cap and small cap long only equities focused Category III AIF, Avista Advisory (during their partnership with Houlihan Lokey), IIFL and SBI Capital Markets. Kunal is a post graduate in Management Studies from IIM Indore and holds a Bachelor’s Degree in Engineering from Mumbai University. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Capital Goods 19.49% Fast Moving Consumer Goods 10.19% Financials Services 25.45% Healthcare 8.49% Metals & Mining 10.52% | ||
| Stock Holdings | Cash & Cash Equivalents 9.26% HDFC Bank Ltd 4.86% HDFC Bank Ltd. 4.88% Hindustan Copper Ltd 4.81% Hindustan Copper Ltd. 7.34% Indian Bank Ltd 6.07% Muthoot Finance Limited 7.83% Muthoot Finance Ltd 6.66% Sagar Cements Ltd 4.6% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is NA if redeemed in 0-1 year, NA if redeemed in > 1-2 years, NA if redeemed in > 2-3 years, 0% thereafter. |
