APMI

IME Bespoke Wealth

Investment Approach Details

₹54.13

(AUM CR)

PMS Provider Name

Valcreate Investment Managers LLP

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Mutual Fund

Date Of Inception

20/02/2023

Age

2.6 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

Customised wealth portfolios based on client requirements. The strategy utilises mutual funds across equity, debt and hybrid to accomplish the objective.

Fund Manager Details


Ashi Anand
Work Exp. NA
Email ID ashi@valcreate.com
Mobile No 9930200590
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/08/2024

1 Month Turnover

0.02

1 Year Turnover

0.30