An ideal long-term (2-3 years) investment option for investors to build a portfolio of market leaders.
+31.57%
3Y annualised returns
+13.46%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
13 Feb '20
Total AUM
₹53.80Cr
Min. investment
₹1,00,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity81.4%
Cash18.6%
Equity market cap split
Large Cap39.1%
Small Cap22.4%
Mid Cap21.6%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹1,00,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management
AB
Abhishek Bhardwaj
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About
Abhishek Raj Bhardwaj is registered with Ministry of Corporate Affairs (MCA). Their DIN is 01967907. Following is their current and past directorship holdings.
PG
Pradeep Gokhale
Fund Manager, PMS
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About
Pradeep is a qualified Chartered Accountant from the Institute of Chartered Accountants of India, and a Chartered Financial Analyst from the CFA Institute in the USA. Prior to joining Green Lantern Capital LLP, he worked as the Head of Equity at ITI Asset Management Ltd. for 4 years. He has also worked with Tata Asset Management Ltd., CARE Ratings Ltd., Bombay Dyeing, Tata International, and Lubrizol India Ltd. With over 23 years of extensive experience in fund management, equity research, and credit evaluation and ratings, Pradeep brings valuable expertise to the company and supports portfolio construction.