APMI

ETHICAL PORTFOLIO

Investment Approach Details

₹6.66

(AUM CR)

PMS Provider Name

Geojit Financial Services Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

31/01/2022

Age

3.9 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

3%

Variable Fees Structure

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

Exit Load

1st Year 1%

Purpose

Ethical Portfolio is designed exclusively for clients preferring to invest in Shariah compliant stocks. Ethical Portfolio is created by Geojit Financial Services Limited (Geojit) in association with Taqwaa Advisory and Shariah Investment Solutions Private Limited (TASIS).

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

0.11

1 Year Turnover

1.39