We endeavour to avoid exposure to troubled sectors or stocks. Our exposure to highly cyclical or leveraged companies is almost negligible
Taking a long-term view on investments and sticking with Quality compounders, we always keep an eye on multi-year structural themes and stocks
No wild swings in performance or prolonged periods of excesses
Our strategy endeavours to work well over long-term investments and has the potential to deliver superior returns
Listed equity
Sector agnostics
Overweight on preferred sectors
In-house research
Unpublished research ideas
Sharekhan research calls
Fund Managers
Active reviews process
Investment committee
Experienced research team
Strong back office team for transaction and post investment support
Market Risk:
As the portfolio created is invested in the equity market, if for some reasons the equity market corrects, there will be associated risk with this product tooRisks Associated with Full Deployment of Cash:
In the event of market correction, there can be risk to the portfolio due to full deployment of cash| Category | ||||
|---|---|---|---|---|
| Large cap | Quality | |||
| Mid cap | Quality | Alpha | ||
| Small cap | Alpha | |||
| Growth | Blend | Value | ||
| Equity Strategy | ||||
Benchmark: BSE 500 TRI
Inception Date: June 2018
| Prime Picks PMS Pricing Plans | |||
|---|---|---|---|
| Particulars | Plan A | Plan B | Plan C |
| Minimum Investment | ₹ 50 lakh | ₹ 50 lakh | ₹ 50 lakh |
| Additional Investments | Multiples of ₹ 1 lakh | Multiples of ₹ 1 lakh | Multiples of ₹ 1 lakh |
| Management Fees | 0%-2% p.a. on corpus + taxes | 0%-2% p.a. on corpus + taxes | 0%-1% p.a. on corpus + taxes |
| Brokerage | 0.1%-0.5% + statutory charges | 0.1% + statutory charges | 0.1% + statutory charges |
| Hurdle Rate | 18% (net of all the cost) | 15% (net of all the cost) | 12% (net of all the cost) |
| Profit Sharing Fees* | 20% profit sharing post hurdle rate | 20% profit sharing post hurdle rate | 20% profit sharing post hurdle rate |
| Exit Load | NIL | 3% if exit within 1 year | 3% if exit within 1 year |
| 2% if exit within 2 years | 2% if exit within 2 years | ||
| 1% if exit within 3 years | 1% if exit within 3 years | ||
Note : Management Fees are charged equally across four quarters. Fees are subject to overall regulatory caps as may be specified in the Disclosure Document.
*Subject to High Water Mark Principle.
Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing. For registration and other details, visit www.sharekhan.com
Quality Folios
Companies with multi-year structural compounding stories
Alpha Folios
Aggressive strategy of investing in early multibaggers, stocks and special situations
Two Portfolio
Quality + Alpha
| Particulars | Quality Portfolio | Alpha Portfolio |
|---|---|---|
| Investment philosophy | High-quality companies with multiyear structural growth theme | Aggressive focused strategy that invests in early multi-bagger stocks and special situations |
| Company profile | Companies with sustainable earning growth in excess of industry growth | Investing in tomorrow’s leaders, scalable business model, temporary weak market perceptions and large arbitrage due to low coverage |
| Holding period and price volatility | Long-term holding strategy and low price volatility provides cushion to the portfolio | Both long-term and tactical churn strategies are deployed |
There are three portfolio allocation options available in PRIME PICKS – Conservative, Moderate and Aggressive. Based on your risk profile, you can choose the allocation between Quality and Alpha portfolios at the time of investing in PRIME PICKS. Moderate allocation with 60% in Quality portfolio and 40% in Alpha portfolio is the default option suggested by us.
VIEW RISK DISCLOSURE DOCUMENTMarket Risk:
As the portfolio created is invested in the equity market, if for some reasons the equity market corrects, there will be associated risk with this product tooRisks Associated with Full Deployment of Cash:
In the event of market correction, there can be risk to the portfolio due to full deployment of cashWrite to us today to get your investments managed professionally and create wealth with Sharekhan Portfolio Management Services (PMS).
PMS Contact Details - Tel: 022-62263242/46/51 and 67
