APMI

Impetus Value Portfolio

Investment Approach Details

₹76.39

(AUM CR)

PMS Provider Name

Impetus Arthasutra Pvt Lted

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

31/03/2017

Age

8.1 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Option 1 1.5% Option 2 2.5%

Variable Fees Structure

Hurdle Rate : 10% Option 1 Profit Share 15% Option 2 10%

Exit Load

No Exit Load charged

Purpose

To provide growth of capital through a blend of â??Value and Growthâ?? Investment Strategy. Hence the name of
the Investment approach Impetus Value Portfolio.
Predominantly, an Equity Portfolio. Other asset classes (from the world of listed
securities in Indian Capital Market) may be included based on the investment
opportunities, but not exceeding 25% of the portfolio value.

â?¢ Based on the individual investorâ??s personal believes/philosophy, we may
exclude certain sectors or stocks from such Individualâ??s Portfolio. For
example Portfolios based on Jainism or Sharia etc.

Fund Manager Details


APARNA PANDHARKAR Work Exp. NA Email ID principalofficer@impetusindia.in Mobile No NA Details NA

APARNA PANDHARKAR

Work Exp. NA

Email ID principalofficer@impetusindia.in

Mobile No NA

Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/04/2025

1 Month Turnover

0.07

1 Year Turnover

0.61