APMI

AlphaaMoney Equity+ Portfolio

Investment Approach Details

₹0.66

(AUM CR)

PMS Provider Name

PRP Edge Wealth Pvt Ltd

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

13/10/2023

Age

1.1 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The objective of the fund is to provide a strategic asset
allocation to match investorÃ¢??s risk-taking ability with their preference between preservation of capital and capital appreciation. Our algorithm will set up an investor's optimal portfolio and consequent allocation to different categories of instruments based on the Return / Risk / Covariance framework. The fund will invest in instruments such as Exchange Traded Funds (ETFs)/ Index Funds/ Open-ended Mutual Funds having low expense ratios, to provide suitable risk-adjusted returns to the investor.

Fund Manager Details


Paramjeet Singh
Work Exp. NA
Email ID paramjeet.singh@alphaamoney.com
Mobile No 9820552568
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.03

1 Year Turnover

0.06