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Arihant Capital Laureate PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Arihant Capital Laureate PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Small & Mid 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 35.43%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Arihant Capital Laureate PMS Strategy or Investment Approach - PMS Details

Strategy Name

Laureate

Start Date

23 November 2020

Category

Small & Mid Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Romil Jain

1 Yr. Return

35.43%

3 Yr. Return

NA

5 Yr. Return

NA

Arihant Capital Laureate Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

22

Top 5 Stocks%

21.60%

Top 5 Sectors%

61.50%

Portfolio Age

5 Yrs

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Arihant Capital Laureate PMS Strategy - Cost or Charges

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Arihant Capital Laureate PMS Investment Approach - Portfolio Composition

Large Cap

8.47%

Mid Cap

29.57%

Small Cap

57.34%

Cash & Equivalent

4.62%

Check out Business Opportunities with Similar Brands

Arihant Capital Laureate Portfolio Strategy - Top 5 Sectors

Banks

Not Disclosed

Industrial Products

Not Disclosed

Retailing

Not Disclosed

Non Banking Financial Company (NBFC)

Not Disclosed

Services

Not Disclosed

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