TRADESWIFT BROKING-MULTI ASSET

EQUITY

Portfolio will be constructed with a focus on diversification across market capitalization, sectors, investment styles and any other listed instruments (eg. Debts, Bonds, ETFs, InvITs, REITs etc.) with the aim to identify prominent businesses, Competent Management at reasonable valuations.

-1.42%

1Y annualised returns

+4.04%

Benchmark returns (NSE Multi Asset Index 2)

Launch date

06 Mar '24

Total AUM

₹59.26Cr

Min. investment

₹50,00,000

Benchmark

NSE Multi Asset Index 2

Portfolio analysis

Equity / Debt / Cash split

Equity92.7%

Cash7.3%

Equity market cap split

Small Cap70.9%

Mid Cap3.5%

Large Cap0.8%

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

2.00%

PMS management

MM
Mr. MANISH AGARWAL
Principal Officer, Tradeswift Group PMS Division
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About

Mr. Manish Agarwal working as Principal Officer at Tradeswift Group PMS Division Jaipur . He is responsible for complete functioning of PMS Division.He is an equity research analyst with 6+ years of experience in the financial services industry. He has a proven track record of providing in-depth analysis of companies and industries, as well as generating high-quality research reports. He is also skilled in financial modeling, valuation, and data analysis along with strong communicator and presenter.

Experience

Over 6 years of experience in the financial services industry.

Investment philosophy

Equity research, financial modeling, valuation, and data analysis.

Awards