APMI

MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR

Investment Approach Details

₹0.00

(AUM CR)

PMS Provider Name

Waterfield Financial And Investment Advisors Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

29/03/2024

Age

1.7 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Upto 1cr - 1% Above 1cr - 0.75%

Variable Fees Structure

Upto 1cr - 0.50% + 20% above benchmark performance Above 1cr - 0.35% + 15% above benchmark performance

Exit Load

1st year - 1% subsequently no exit load will be charged.

Purpose

Market leaders Portfolio will be concentrated all-equity portfolio with an objective of growing capital over long term. The portfolio will be rebalanced twice a year.
The investment objective of the portfolio is to invest in basket of large cap and mid cap stocks selected through a Quantitative Multi Factor Model

Fund Manager Details


Soumya Ranjan
Work Exp. NA
Email ID pms@waterfieldadvisors.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.00

1 Year Turnover

NA