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Sharekhan Prime Picks

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian fund universe.

IME Strategy Rating

Multicap Strategy: Prime Picks Strategy has an innovative structure of a dual investment approach, where two distinct portfolios, Quality and Alpha, are created to combine the benefits of investing in secular growth companies (Quality Portfolio) and alpha-generating quality midcap companies (Alpha Portfolio).

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Sharekhan Prime Picks

Type: Flexi Cap | GARP | AUM (349.2 cr) | Inc Date (25 Jun 2018)

Sharekhan Prime Picks- Investment Strategy

Focus on secular growth companies (quality) and alpha generating midcap companies (alpha)

Sharekhan Prime Picks is a multi-cap strategy. The strategy has a dual investment approach, where two distinct portfolios, Quality and Alpha, are created to combine the benefits of investing in secular growth companies (quality) and alpha-generating quality midcap companies (alpha).

Trailing Performance

1yr 3yr 5yr Since Inception
Sharekhan Prime Picks 34.3 16.7 19 15.2
S&P BSE 500 TRI 41.1 18.4 22.4 18
Alpha over Broad Mkt BM -6.8 -1.7 -3.4 -2.8
Nifty 500 40.2 17.2 21
Alpha over Category BM -5.9 -0.5 -2

Performance as of: 30-Sep-24 | Inception Date: 25-Jun-18

Fund Managers

Gaurav Dua | 3-star rated FM

SPV, Head – Capital Market Strategy | 30 yrs Experience | 6 yrs at current firm

Past Experience: Head Research (Sharekhan), Senior Analyst (Anagram Securities)

Gaurav Dua comes with rich experience before and within Sharekhan. His experienced team of about 10-15 analysts with an average work experience of 8-10 years builds credibility to the PMS and the team’s analytical skills.

Fee Structure

Fee StructureFee
Fixed Fee Structure
Variable Fee Structures2% fixed + 20% above 18% hurdle
Exit Fees

AMC

AMC: Sharekhan PMS (click link for detailed AMC review)

Not a recommended AMC: While its part of the well-established Sharekhan group, the Sharekhan PMS has neither the research, investment team or asset management pedigree required to develop a credible PMS business. Until this does not change, we do not recommend investments in Sharekhan PMS.

Sharekhan PMS does not meet our criteria for PMS AMC Selection at this time. Understand our AMC rating criteria at AMC Rating Criteria or contact us via the LiveChat to learn more.