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Prescient Capital High Quality Consistent Compounders PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Prescient Capital High Quality Consistent Compounders 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 Rs.405.42 Cr.

Over the last 1 year, it delivered a strong return of 13.29%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Prescient Capital High Quality Consistent Compounders PMS Strategy or Investment Approach - PMS Details

Strategy Name

High Quality Consistent Compounders

Start Date

15 December 2021

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.405.42 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Sonal Minhas

1 Yr. Return

13.29%

3 Yr. Return

20.87%

5 Yr. Return

NA

Prescient Capital High Quality Consistent Compounders Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

32

Top 5 Stocks%

35.43%

Top 5 Sectors%

75.49%

Portfolio Age

4 Yrs, 6 Months

SIP

Available

STP

NA

Average Market Cap

Not Disclosed

Prescient Capital High Quality Consistent Compounders PMS Strategy - Cost or Charges

Fixed Fees

2.25% of Fund Value

Variable AMC

1% of Fund Value

Variable Profit Sharing

15% (Profit Sharing above 8%)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Prescient Capital High Quality Consistent Compounders PMS Investment Approach - Portfolio Composition

Large Cap

0.00%

Mid Cap

1.03%

Small Cap

91.05%

Cash & Equivalent

7.92%

Check out Business Opportunities with Similar Brands

Prescient Capital High Quality Consistent Compounders Portfolio Strategy - Top 5 Sectors

Financial Services

13.29%

Healthcare

10.17%

Automobile and Auto Components

18.90%

Capital Goods

16.84%

Chemicals

6.53%

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