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comparison

COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Tata - ACT
Fund Summary
Category MULTI 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 6 years, 0 months
Trailing Returns
Portfolio Manager
Kunal Pawaskar
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.
Detailed Portfolio
Allocation by Market Cap
  • Large Cap 37.05%
  • Mid Cap 17.54%
  • Small Cap 41.32%
Sector Holdings
Capital Goods
11.82%
Construction Materials
9.09%
Fast Moving Consumer Goods
14.14%
Financial Services
17.14%
Healthcare
13.69%
Stock Holdings
Bharti Airtel Ltd
5.36%
HDFC Bank Ltd
5.43%
Infosys Ltd
4.97%
Ipca Laboratories Ltd
5.27%
Orient Cement Limited
5.29%
Investment Details
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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