Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
05 Oct '23
Total AUM
₹9.84Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity97.5%
Cash2.5%
Equity market cap split
Small Cap57.5%
Large Cap26.4%
Mid Cap13.6%
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
NA
PMS management
NM
Neil Madan Bahal
Investor
View details
About
Mr Neil Madan Bahal specialising in value investing only via special situations. Developed an internal process which gives us early leads into sectors which are doing well. Mr Neil is an Investor Since Age 17.
Experience
Has been an investor since the age of 17.
Investment philosophy
Specializing in value investing through special situations.
Awards
Developed an internal process to gain early leads into well-performing sectors.