APMI

The Alpha I Strategy

Investment Approach Details

₹8.45

(AUM CR)

PMS Provider Name

Anand Rathi Advisors Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Mutual Fund

Date Of Inception

12/04/2023

Age

1.11 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge: 2.50%

Variable Fees Structure

AMC: Upto 1% Hurdle Rate: 8% to 20% Profit Sharing: 0 to 25%

Exit Load

1st Year: 2% 2nd Year 1% After 2 Years: Nil

Purpose

Focus on Return Optimization by investing in a basket of well researched mutual funds. The basket would follow a multicap approach and invest in funds across various categories defined by SEBI.

Fund Manager Details


MAYUR P SHAH Work Exp. 19.00 years Email ID mayurpshah@rathi.com Mobile No 9769180624 Details NA

MAYUR P SHAH

Work Exp. 19.00 years

Email ID mayurpshah@rathi.com

Mobile No 9769180624

Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

1 Month Turnover

0.00

1 Year Turnover

0.30