APMI

Core and Satellite Equity Portfolio1

Investment Approach Details

₹17.76

(AUM CR)

PMS Provider Name

Aditya Birla Money Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity,Mutual Fund

Date Of Inception

07/06/2018

Age

6.5 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

â?¢ The Strategy aims to deliver returns in short, medium to long term by investing in fundamentally sound stocks coupled with active profit booking.
â?¢ Core Strategy: will comprise of 15-20 stocks of well established and predominantly large cap companies that offer consistent return potential over long term.
â?¢ Satellite Strategy: will comprise of predominantly Large cap as well as large mid cap companies that offer higher potential returns in the short term. The 'Satellite' group will complement the 'Core' group.

Fund Manager Details


Vivek Mahajan
Work Exp. NA
Email ID vivek.mahajan@adityabirlacapital.com
Mobile No 9820342344
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.03

1 Year Turnover

0.47