PMS · Equity · Multi Cap
All-Star Leaders
Fund size₹4 Cr
1Y return30.80%
Minimum investment₹1 Crore
Fund age17 mo
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| All Star Leaders | — | 30.80% | — | — | — | — |
| NIFTY 50 TRI | −12.33% | 10.10% | — | — | — | — |
| Excess over benchmark | — | 20.70% | — | — | — | — |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Dec 2024.
Portfolio Details : Where the money actually sits
Asset class
Equity
Market cap
Large cap53.50%
Mid cap24.75%
Small cap17.25%
Cash & others4.50%
As on 31 Dec 2024
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 20.33% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.25% / yr
Performance Fee15% of profit
Hurdle RateAbove 12%
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
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