This portfolio follows a dual investment approach. It includes two distinct portfolios which are Quality folio and Alpha Portfolio in one scheme.

Fund Type:Fundamental PMS

Benchmark Index:BSE 200

Minimum Investment:Rs 50 Lakhs
Allocation:The scheme offers three plans as per individual risk appetite

Charges: AMC 2% of Corpus plus taxes
Brokerage & Statutory Costs Delivery: 0.50% and other statutory levies
20% profit sharing after 18% hurdle rate (with high watermark basis)

I'm Interested

Unique Features

Dual Investment Strategy

The folios, Quality folio and Alpha folio capture both multi-year growth themes and multi-baggers and special situation tactical strategy.

Flexibility to Choose Allocation

You've got the option to change allocation between the two portfolio depending upon risk appetite and view on the market.

Discipline Investment

Aim to deliver superior risk adjusted returns across market cycles through a well defined stock selection process and balanced allocation between Quality and Alpha

Investment Strategy

Prime Picks includes two distinct portfolios which are Quality folio and Alpha Portfolio in one scheme.

Particulars	Quality Portfolio	Alpha Portfolio
Investment Philosophy	High quality companies with multi-year structural growth theme	Aggressive focused strategy, investing in early multibaggers stocks & special situations
Company Profile	Companies with sustainable earning growth in excess of Industry growth	Investing in Tomorrows leaders, scalable business model , temporary weak market perceptions & large arbitrage due to low coverage
Holding period and price Volatility	Long term holding strategy, low price volatility provide cushion to portfolio	Both long term and tactical churn strategy

There will be 3 different approaches for investment under this strategy viz. Conservative, Moderate and Aggressive in Quality and Alpha portfolio based on client risk profile / preference as shown below.

Conservative

Moderate(Default)

Aggressive

Prime Picks is an in-house PMS product of Sharekhan.