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Profusion Investment Multi PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Profusion Investment Multi 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 4.20%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Profusion Investment Multi PMS Strategy or Investment Approach - PMS Details

Strategy Name

Multi Strategy

Start Date

01 January 2023

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Satyan Wadhwa

1 Yr. Return

4.20%

3 Yr. Return

NA

5 Yr. Return

NA

Profusion Investment Multi Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

24.20%

Top 5 Sectors%

Not Disclosed

Portfolio Age

2 Yrs, 3 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Profusion Investment Multi PMS Strategy - Cost or Charges

Fixed Fees

2% of Fund Value

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (Profit Sharing Above 7.50%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Profusion Investment Multi PMS Investment Approach - Portfolio Composition

Large Cap

20.00%

Mid Cap

20.00%

Small Cap

8.00%

Cash & Equivalent

52.00%

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