Performance Fee

While other PMS funds on average charge an upfront 2% management fee p.a., we
need to generate 20% returns p.a. to earn the same!
No Fixed Fee
No AMC Charges
Exit Load: 2% if redeemed within 1 year from the date of investment
Performance Fee: 20% profit sharing p.a. over & above a 10% hurdle rate
Hurdle Rate: 10% p.a. compounded
The performance fee is non-negotiable.

Performance Fee Calculation (example) The table below shows the calculation of the performance fee. Initial Investment: Rs. 1 Crore at year O Performance Fee whenever accrued is deducted from portfolio NAV at year-end. Portfolio NAV net of performance fee of the previous year becomes the base for calculating returns of the current year.
Performance Fees