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Sharekhan MASK Prime Picks PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Sharekhan MASK Prime Picks PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 1.66%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Sharekhan MASK Prime Picks PMS Strategy or Investment Approach - PMS Details

Strategy Name

MASK Prime Picks

Start Date

25 June 2018

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Gaurav Dua

1 Yr. Return

1.66%

3 Yr. Return

13.93%

5 Yr. Return

19.42%

Sharekhan MASK Prime Picks Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

30

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

6 Yrs, 10 Months

SIP

NA

STP

NA

Average Market Cap

Rs.289800.08 Cr.

Sharekhan MASK Prime Picks PMS Strategy - Cost or Charges

Fixed Fees

2% of Fund Value

Variable AMC

2% of Fund Value

Variable Profit Sharing

18% (if above 20% )

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Sharekhan MASK Prime Picks PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

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Sharekhan MASK Prime Picks Portfolio Strategy - Top 5 Sectors

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