Aims for medium-term capital appreciation and preservation of capital with a medium risk profile.
+20.27%
3Y annualised returns
+11.20%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
24 May '19
Total AUM
₹47.57Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity94.8%
Cash3.8%
Debt1.4%
Equity market cap split
Large Cap48.3%
Small Cap21.3%
Mid Cap13.5%
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
2.00%
PMS management
MR
Manu Rishi Guptha
Fund Manager
View details
About
Mr. Manu Rishi Guptha have 25+ years of investment experience. A full-time MBA Graduate from the Warwick Business School. Stock Market and Hospitality are his passion and comments on these subjects voraciously.
Experience
Over 25 years of investment experience.
Investment philosophy
Passionate about the stock market and hospitality sectors.
Awards
Holds a full-time MBA from the Warwick Business School.