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Programmes
For exit within 1 year from the date of allotment - 1%;
For exit after 1 year from the date of allotment - Nil.
*Portfolio Turnover = lower of total sale or total purchase for the last 12 months upon Avg. AUM of trailing twelve months. Basis for Ratio Calculation: Risk Free rate: FBIL Overnight Mibor rate (6.43% as on ) 3 Years Monthly Data Points
Managing this fund since Aug 2014.
Total experience 19 years .
Richard joined SBIFM in 2010 as Fund Manager for the Retail PMS division. Richard had joined us from ASK Investment Managers where he was the portfolio manager for PMS schemes. Prior to joining ASK, Richard was a sell side analyst with various broking firms such as Antique Shares, Sunidhi Consulting and Alchemy Shares for 11 years. He started his career in 1992 as a research analyst at Ajit Vajani Share Brokers. Richard is a Science graduate from Mumbai University.
The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Under takings and in debt and money market instruments issued by PSUs and others.
Weekly SIP - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks
Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months
Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum 1 year
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