Fyers Genesis Fund
EQUITY MID & SMALL CAP
FYERS Genesis Fund offers a diversified portfolio of 15-20 mid and small cap stocks focused on momentum/growth, value/contra and turnaround opportunities in the listed space, to be held from medium and long term perspectives.
+3.86%
1Y annualised returns
+3.64%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
23 Sep '24
Total AUM
₹17.29Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity96.0%
Cash4.0%
Equity market cap split
Small Cap64.0%
Mid Cap31.0%
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
3.00%
PMS management
GKGopal KavalireddiView details
GK
Gopal Kavalireddi
View details
About
Gopal Kavalireddi brings over 20 years of experience, having held key leadership positions at renowned global organizations such as Thermax Global and Siemens Gamesa. He holds a Bachelor's degree in Mechanical Engineering from India, a Master’s in Mechanical Engineering from Florida International University, and a PGPM from the Great Lakes Institute of Management. In addition, he has completed a Management Development Program in Finance from XLRI, Jamshedpur.
Experience
Over 20 years of experience in key leadership positions at global organizations.
Previously worked at
- Thermax Global
- Siemens Gamesa
Awards
- Holds a Master’s in Mechanical Engineering, a PGPM from Great Lakes Institute of Management, and completed a Management Development Program in Finance from XLRI, Jamshedpur.
PMS house
Fyers Asset Management Private Limited
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