PMS · Equity · Thematic
Omni Industry Inc
Fund size₹1 Cr
IRRSince inception-10.73%
Minimum investment₹50 Lakh
Fund age8 mo
Fund Manager
Growth of₹Cr
Omni Industry Inc
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Omni Industry Inc | −5.74% | — | — | — | — | −10.73% |
| Nifty 500 | −1.07% | — | — | — | — | −0.71% |
| Excess over benchmark | −4.67% | — | — | — | — | −10.02% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Portfolio Details : Where the money actually sits
Stocks
16
P/E ratio
17.29
P/B ratio
2.12
Dividend yield
1.48%
Avg market cap
₹2.21 L Cr
Median market cap
₹12,486 Cr
Asset class
Equity
Market cap
Large cap30.75%
Mid cap12.25%
Small cap57.00%
Cash & others0.00%
As on 31 Jul 2026
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 · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · SimpleFixed Management Fee1.50% / yr
Performance FeeNone
Hurdle RateAbove 8%
PerformancePlan C · Performance LinkedFixed Management FeeNone
Performance Fee20% of profit
Hurdle RateNot applicable
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.