APMI

SEERS ENDURING PORTFOLIO

Investment Approach Details

₹376.22

(AUM CR)

PMS Provider Name

Seers Fund Management Pvt. Ltd.

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

13/05/2017

Age

8.6 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC : 2.5%

Variable Fees Structure

Hurdle : 6% Profit Sharing : 20%

Exit Load

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

Purpose

The strategy aims to generate long-term returns in varying market conditions. The Portfolio seeks capital appreciation by investing primarily in listed equity stocks.
Our services/products' investment objective is to deliver long-term capital appreciation by delivering better risk-adjusted returns. In long-only products, the endeavor is to beat the relevant benchmark over the appropriate time horizon.
Hence, the cornerstone of the investment objectives is long-term investment performance and endeavor to optimize risks and rewards.
The strategy will invest in companies across the market capitalization spectrum.
The strategy will invest in companies in the small-cap and mid-cap market capitalization spectrum.
â?¢ Equity Investment â?? up to 100%
â?¢ Liquid schemes of Mutual funds and other securities as per the discretion of the Portfolio Manager
However, it must be reiterated that investments in small-cap and mid-cap securities entail a degree of risk and that there can be no assurance and guarantee of such growth/preservation of capital or no capital loss.
SEP invests in equities and stocks with a long-term perspective on emerging companies that are dominant or have characteristics that make them dominant participants in their industry.
Its investing methodology systematically blends fundamental investing parameters with long-term measures of momentum and trend while avoiding common behavioral biases such as herding, anchoring, confirmation, and disposition.
The investment strategy is to invest in companies & sectors that are available at a significant discount to their intrinsic value and provide earnings visibility.
The strategy concentrates on stocks and sectors and endeavors to strategically change allocation between industries depending on changes in the business cycle.
At the time of purchase, not more than 20% in a single stock and not more than 40% in one sector are proposed to be allocated.
It aims to generate high alpha by creating a focused portfolio of 8-15 shares of high-quality companies that have the potential to sustain superior growth for many years to come.

Fund Manager Details


CHANDER BHATIA
Work Exp. 25.00 years
Email ID chanderbhatia@seerspms.com
Mobile No NA
Details NA


RAJESH SETH
Work Exp. 23.00 years
Email ID rajeshseth@seerspms.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.01

1 Year Turnover

0.22