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
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 Cap37.05%
Mid Cap17.54%
Small Cap41.32%
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.