PMS Fees Calculator

Estimate PMS Fee Instantly

Get a clear breakdown of fixed fees, performance fees and other costs before you invest.

Fixed Fees Only 3% Fixed Fee · No Performance Fee Fixed + Performance Fee (10% hurdle) 1% Fixed Fee + 20% on gains above 10% Fixed + Performance Fee (15% hurdle) 2% Fixed Fee + 20% on gains above 15%

Enter your Initial Investment (₹)

₹

Minimum investment: ₹50,00,000

Other Expenses (%) 0.20%

0.10%0.50%

Period of Investment (Years) 6 Years

1 Year6 Years

Important points

Management Fee is assumed to be charged annually in the illustration. However, it can be charged at any frequency (Daily, Monthly, Quarterly, Semi-annually, Annually) as defined in the PMS agreement and permitted under SEBI regulations.
Management Fee can be based on Average portfolio value or closing portfolio value, or other methods as defined in the PMS agreement.
Performance Fee is charged upon every inception anniversary from the investment date.
Returns are assumed to be generated linearly throughout the year.
Other expenses are capped at a maximum of 0.50%.
All Fees and charges are subject to GST.

The calculator results are for illustrative purposes only and should not be construed as indicative of the future performance of any PMS strategy or as a guarantee of returns.

This is a generic illustration; each portfolio manager may modify it as per their PMS agreement terms and conditions.

Geojit Financial Services Ltd., Registered Office: 34/659-P, Civil Line Road, Padivattom, Kochi-682024, Kerala, India. Phone: +91 484-4001000/6411000. Website: www.geojit.com. Portfolio Manager: INP000003203