Systamatix - Dynamic Investment

EQUITY MULTI CAP

A multi-cap, mid-cap oriented portfolio with a small-cap bias, following a long-term value investing approach.

+24.56%

3Y annualised returns

+12.21%

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

Launch date

01 Apr '18

Total AUM

₹135.04Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity93.0%

Cash7.0%

Equity market cap split

Small Cap53.0%

Large Cap31.4%

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

2.00%

PMS management

About

Systematix Group

PMS house

Systematix Group

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