APMI

KSEMA WEALTH ALPHA -INDIA OPPORTUNITIES

Investment Approach Details

₹13.89

(AUM CR)

PMS Provider Name

Ksema Wealth Pvt Ltd

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

28/01/2019

Age

6.9 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC CHARGE 1.5%

Variable Fees Structure

HURDLE RATE 10% ABOVE 10% - 10% OF PROFIT

Exit Load

1st year :2% 2nd year: 1% 3rd year onwards :nil

Purpose

The fund seeks long-term capital appreciation by investing substantially in the equity securities of companies that are leaders in their industries/segment of industries, and which the managers believe are suitable for a buy-and-hold strategy.

Fund Manager Details


Sankar Kailasam
Work Exp. 33.00 years
Email ID ksankar@ksemawealth.com
Mobile No 9500069609
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.01

1 Year Turnover

0.39