Seeks long-term capital appreciation by investing in high-growth and value companies.
+12.70%
3Y annualised returns
+16.30%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
01 Aug '19
Total AUM
₹21.01Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.2%
Cash0.8%
Equity market cap split
Large Cap96.0%
Small Cap3.2%
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
3%
PMS management
KJ
Kashyap Jhaveri
Fund Manager
View details
About
Kashyap Javeri is a Fund Manager with more than a decade of experience in company and sector research. He brings exceptional insights into stocks and economy. Prior to joining Emkay Investment Managers, he was a rated BFSI analyst in Emkay Institutional Equities for eight years, and also worked with Sharekhan Ltd. as a midcap analyst. Kashyap brings with him immense in-depth knowledge not only in a variety of manufacturing and services sectors, but also in banking and economics.
Experience
Over a decade of experience in company and sector research.
Investment philosophy
Specializes in company and sector research across manufacturing, services, and banking.
Previously worked at
Emkay Institutional Equities
Sharekhan Ltd.
Awards
Was a rated BFSI analyst for eight years at Emkay Institutional Equities.