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PMS
·
Equity
·
Large & Mid Cap
Scient Smart Beta PMS
Fund size
₹1 Cr
IRR
Since inception
30.40%
1Y return
32.94%
Fund age
15 mo
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Download Factsheet
Fund Manager
Mr. Ramesh Rachuri
Fund Manager, Scient
Mr. Ramesh Rachuri brings in over 14 years of experience across markets ranging from forex, equity derivatives and quant, to the entire panoply of debt sub markets ranging from g-secs to credit and structured products. Post his PGDM from IIM, Indore, he worked with Securities Trading Corporation of India Ltd, Reliance Mutual Fund and Reliance PMS, and BOI AXA Mutual Fund. He has demonstrated excellence in operationalizing new verticals while scaling them up into sustainable & profitable operations. A particular focus has been to incorporate quantitative techniques in fund management, and fund strategy to extract value from size and trading environmental changes.
Managing AUM
₹7 Cr
Growth of
₹
Cr
Scient Smart Beta PMS
Since Inception
1Y
Returns: How it has done
Trailing returns
Calendar year
Scheme / Benchmark
YTD
1Y
2Y
3Y
5Y
Since inception
Scient Smart Beta PMS
—
32.94%
—
—
—
30.40%
Nifty 500
−9.50%
20.14%
—
—
—
18.18%
Excess over benchmark
—
12.80%
—
—
—
12.22%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 May 2024.
Portfolio Details : Where the money actually sits
P/E ratio
29.10
P/B ratio
4.94
Dividend yield
1.01%
Avg market cap
₹29,774 Cr
Median market cap
₹95,954 Cr
Asset class
Equity
Sectors
Holdings
Sector allocation vs. benchmark
Asset weight by sector
Scient Capital Pvt Ltd
Nifty 500
Healthcare
10.68%
6.47%
Capital Goods
5.22%
6.20%
Power
5.12%
3.27%
Services
4.94%
1.86%
As on 30 Apr 2024
Fees
A fixed plan is cheaper when returns are strong.
Fixed
Plan A · Simple
Fixed Management Fee
1.00% / yr
Performance Fee
None
Hurdle Rate
Not applicable
i
No exit load. Lock-in: Nil.
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