Mansi share-seven islands PMS

EQUITY MULTI CAP

Seeks to generate capital appreciation by investing in equity across large-cap & mid-cap securities.

+21.50%

3Y annualised returns

+12.53%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

05 Jan '23

Total AUM

₹157.97Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Cash8.5%

Equity market cap split

Large Cap62.7%

Small Cap16.6%

Mid Cap11.3%

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

3.00%

PMS management

MH
MR HEMANT C SHAH
Principal Officer and Fund Manager, Seven Islands
View details

About

Mr. Hemant Shah is the Principal officer and Fund Manager of Seven Islands. He is a strong believer in the philosophy – “Knowledge Protects, Courage Pays”. He is responsible for drawing out the investment strategy of the PMS. In over 30 years of his experience in the financial markets, he has worked with various established investment managers in setting up numerous research desks.

Experience

Over 30 years of experience in the financial markets.

Investment philosophy

Responsible for developing the investment strategy of the PMS.

Awards