IA Insight Report
IA Insight REPORT

SEERS ENDURING PORTFOLIO

Investment Approach Details

₹322.56

(AUM CR)
   

Seers Fund Management Pvt. Ltd.

Nifty 50 TRI

Equity

Equity

13/05/2017

7.1 Years

5000000

AMC : 2.5%

1st Option- AMC : 0% Hurdle : 6% Profit Sharing : 20% 2nd Option- AMC : 1.5% Hurdle : 10% Profit Sharing : 15%

1st Year : 0% 2nd Year : 0% 3rd Year : 0%

   

Seers Fund Management Private Limited Offers Discretionary Portfolio Management services to its clients. Under this service, the Portfolio Manager manages portfolios, primarily investing in securities on behalf of its clients, in a discretionary manner. The Portfolio Manager has the absolute discretion as to the investments and/or management of the portfolio of securities or the funds of the Client and makes such changes in the investments and invests some or all Funds in such manner and in such markets as it deems fit. An agreement outlining the details of services including the objectives, rights and responsibilities, fees, expenses, etc. is entered into with each Client separately.

Fund Manager Details

CHANDER BHATIA

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25.00 years

chanderbhatia@seerspms.com

NA

NA

RAJESH SETH

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23.00 years

rajeshseth@seerspms.com

NA

NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/05/2024

0.03

0.19