Flexi-cap strategy with no defined market cap biases.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.
+8.40%
3Y annualised returns
+12.53%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
18 Nov '16
Total AUM
₹179.59Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity97.2%
Cash2.8%
Equity market cap split
Large Cap65.5%
Small Cap15.8%
Mid Cap15.6%
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