Multi cap strategy with a bias towards large caps. To actively manage open positions by booking profits at desired price targets and rebalancing portfolios to reflect changes in fundamentals of individual securities and at an overall portfolio level.
+9.17%
3Y annualised returns
+9.53%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
16 Sep '16
Total AUM
₹70.33Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity96.7%
Cash3.3%
Equity market cap split
Large Cap91.9%
Mid Cap5.8%
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