APMI

ADVANTAGE PORTFOLIO

Investment Approach Details

₹890.45

(AUM CR)

PMS Provider Name

Geojit Financial Services Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

13/06/2003

Age

21.5 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

3%

Variable Fees Structure

1. Fixed Fee 2% + 20% of the gains over and above 15% 2. Fixed Fee 1% + 20% of the gains over and above 10%

Exit Load

1st Year 1%

Purpose

Positioned to invest predominantly in equities of mid cap & Small cap companies. The fund will normally invest in stocks of Mid cap & Small cap companies having sound track record, quality management, earnings and growth potential, strong fundamentals.

Fund Manager Details


Mr. PAWAN PARAKH
Work Exp. NA
Email ID pawan_parakh@geojit.com
Mobile No 9288019644
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.03

1 Year Turnover

0.96