Aims for high absolute returns vs. the index and carries a high risk of investing, including potential capital loss.
+12.07%
3Y annualised returns
+14.17%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
24 Oct '18
Total AUM
--
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
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
2.50%
PMS management
SM
Shahzad Madon
Fund Manager
View details
About
Shahzad has more than 30 years of industry experience across the investment management & the financial services sector. Shahzad has held varied responsibilities, which include heading equity research, managing equity portfolios, growing and managing the PMS and Alternate Investment Business. Prior to joining TCG AMC, Shahzad was the Head of Alternative Investments at Nippon India Asset Management, where he was instrumental in introducing various asset classes including, Real Estate, High Yield Credit and Venture Capital, in addition to public equities. Prior to joining Nippon India, Shahzad was Executive Director at ICICI Prudential AMC.
Experience
Over 30 years of experience in the investment management and financial services sector.
Investment philosophy
Expertise in equity research, portfolio management, and alternative investments including real estate and venture capital.
Previously worked at
Nippon India Asset Management
ICICI Prudential AMC
Awards
Previously headed and grew PMS and Alternate Investment businesses; was instrumental in introducing new asset classes like Real Estate, High Yield Credit, and Venture Capital.