Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
29 Dec '17
Total AUM
₹4.40Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity91.9%
Cash8.1%
Equity market cap split
Large Cap50.0%
Small Cap24.3%
Mid Cap19.1%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
2.00%
PMS management
PA
Prathmesh Agrawal
Portfolio Manager
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About
Prathmesh Agrawal is an experienced Buy-side professional with over 13 years in the Listed Indian Public Equity markets, specializing in Portfolio Strategy, Risk Management, and Investment Analysis. Prior to joining ACMIIL, Prathmesh was Vice President (Investments) at ENAM Asset Management. His earlier stints include key roles at Varanium Capital, Religare Portfolio Managers and Moody’s Analytics, where he played a crucial role in Investment Strategy and Portfolio Management. Prathmesh is a Qualified Chartered Accountant and NISM XXIB Certified Portfolio Manager. His expertise spans across multiple business functions with a strong track record in Alpha Generation and Portfolio Optimization.
Experience
Over 13 years of experience in the Indian public equity markets.
Investment philosophy
Specializes in portfolio strategy, risk management, investment analysis, and alpha generation.
Previously worked at
ENAM Asset Management
Varanium Capital
Religare Portfolio Managers
Moody’s Analytics
Awards
A Qualified Chartered Accountant and NISM XXIB Certified Portfolio Manager with a strong track record in alpha generation and portfolio optimization.
DM
Deepak Makwana
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About
Mr. Deepak Makwana has over 15 yrs of experience in financial markets. He has worked across various profiles from fundamental research to portfolio advisory.
Experience
Over 15 years of experience in financial markets.
Investment philosophy
Experience across fundamental research and portfolio advisory.