PMS · Equity · Sectoral
Dynamic Equities-PSU
Fund size₹0 Cr
IRRSince inception-2.51%
Minimum investment₹50 Lakh
Fund age8 mo
Fund Manager
Shailesh Saraf
Shailesh Saraf
Fund Manager, PMS, Dynamic Equities
Mr. Shailesh Saraf focuses on generating high alpha at substantially lower risk through his excellently devised strategies and stocks. His emphasis on long term quality and growth as foundational principles for equity investing has greatly benefited the investor community
Managing AUM₹159 Cr
Growth of₹Cr
Dynamic Equities PSU
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Dynamic Equities PSU—————−2.51%
NIFTY 50 TRI−12.33%————7.91%
Excess over benchmark—————−10.42%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Oct 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.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee20% of profit
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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