APMI

SEVEN ISLANDS MULTICAP FUND

Investment Approach Details

₹146.37

(AUM CR)

PMS Provider Name

Mansi Share And Stock Advisors Pvt Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

05/01/2023

Age

2.10 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC CHARGE UP TO 2.50 %

Variable Fees Structure

Profit sharing 15% at the end of third year

Exit Load

1st year 3% 2nd year 2% 3rd Year 1%

Purpose

Investment Objective: The strategy is to buy a small-cap company having the Potential to become Mid or Large cap in the long term Seek to generate capital appreciation by investing in equity through Seven Islands Multicap Fund across the board of Large cap & Midcap securities.

Fund Manager Details


HEMANT SHAH
Work Exp. NA
Email ID hemant@sevenislandspms.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.14

1 Year Turnover

2.17