Eureka signature approach
EQUITY MID CAP
Long term capital appreciation, Diversification, Exposure to all key sectors of the economy, Right portfolio for the prevailing market condition & Dedicated portfolio managers.
+21.26%
3Y annualised returns
+13.62%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
01 Nov '17
Total AUM
₹62.02Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity95.0%
Cash5.0%
Equity market cap split
Large Cap41.0%
Small Cap39.1%
Mid Cap15.3%
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
1.00%
PMS management
ASAKHIL SOMANIPortfolio Manager, Director & CIOView details
AS
AKHIL SOMANI
Portfolio Manager, Director & CIO
View details
About
In his role as Portfolio Manager for Eureka Portfolio Management Services, Akhil, the youngest Director & CIO on the Board, brings forth a wealth of financial expertise, holding a Postgraduate Management degree from the University of Melbourne. His proficiency in finance, coupled with a tech-savvy orientation, uniquely positions him to lead Eureka's exploration into cutting-edge technologies. Akhil's strategic focus revolves around reshaping industry benchmarks, utilizing his financial acumen, available resources, and a Gen-Z perspective to deliver an unparalleled and innovative trading experience to the global market.
Investment philosophy
Expertise in finance with a focus on integrating technology and innovative trading strategies.
Awards
- The youngest Director & CIO on the Board, focused on reshaping industry benchmarks and delivering innovative trading experiences.
PMS house
Eureka Portfolio Management Services
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