APMI

Arthya All-STAR Leaders Portfolio

Investment Approach Details

₹2.31

(AUM CR)

PMS Provider Name

Arthya Wealth And Investments Private Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

03/07/2023

Age

1.4 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

MANAGEMENT FEES - 0-2.50%

Variable Fees Structure

MANAGEMENT FEES - 0-2.50% PERFORMANCE FEES - 15% OVER 12% HURDLE

Exit Load

1ST YEAR - 2% 2ND HEAR - 1% 3RD YEAR - 0%

Purpose

The portfolio is constructed with a focus on investing in high-quality companies (sector leaders) that have
a proven track record of success and are positioned for sector leading growth. Portfolio aims to identify
companies which have strong management pedigree, sustainable competitive moats, superior capital
allocation and distribution. With its focus on quality and the right risk-reward balance, this approach can
potentially achieve consistent risk adjusted alpha.

Fund Manager Details


BHASKAR BUKREDIWALA
Work Exp. NA
Email ID bhaskar@arthyainvestments.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.16

1 Year Turnover

1.97