Invesco - Caterpillar
EQUITY MID & SMALL CAP
Competitive advantages and industry attractiveness, Good quality management with sound corporate governance, Attractive returns on capital and adequate cash flow, Potential for Earning growth and P/E multiple expansion
+14.39%
3Y annualised returns
+11.89%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
26 Jun '06
Total AUM
₹81.40Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity98.2%
Cash1.8%
Equity market cap split
Small Cap51.8%
Mid Cap27.2%
Large Cap17.8%
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
0.00%
PMS management
NDNeelesh DhamnaskarFund ManagerView details
ND
Neelesh Dhamnaskar
Fund Manager
View details
About
Neelesh has over 17 years’ experience in equity markets and financial services domain. Before joining the PMS division of Invesco, Neelesh was managing few equity funds, overseas fund of fund schemes of Invesco Mutual Fund as well as tracking few sectors as an analyst. He was previously working with Enam(now a part of Axis Bank) where he was tracking companies across sectors and assisting the PMS Fund Manager in his investment decisions. Prior to this, he was working with KRC, a domestic broking house in equity research and has also worked with Anand Rathi Securities Limited as a Commodities Research Analyst. Neelesh holds a Commerce degree and an MMS degree with specialization in Finance from Mumbai University
Experience
Over 17 years of experience in equity markets and financial services.
Investment philosophy
Specializes in equity markets, financial services, and multi-sector research.
Previously worked at
- Invesco Mutual Fund
- Enam
- KRC
- Anand Rathi Securities Limited
Awards
- Previously managed multiple equity and fund of fund schemes, and assisted a PMS Fund Manager with investment decisions at Enam. Has experience in both equity and commodities research.
PMS house
Invesco Asset Management (I) Pvt Ltd
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