Special 
| Category | SMALL AND MID CAP | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | No Option | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 18 years, 11 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 22.17% Construction Materials 8.86% Fast Moving Consumer Goods 16.04% Financial Services 19.91% Healthcare 10.32% | ||
| Stock Holdings | Cash & Cash Equivalents 12.5% Ipca Laboratories Ltd 5.25% Kirloskar Pneumatic Co.Ltd 4.44% Muthoot Finance Limited 4.94% Orient Cement Limited 5.26% Windlas Biotech Limited 5.07% |
| 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. |
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