IA Insight Report
IA Insight REPORT

INDIA MULTI CAP - GARP

Investment Approach Details

₹7.01

(AUM CR)
   

FORT CAPITAL INVESTMENT ADVISORY PRIVATE LIMITED

Nifty 50 TRI

Equity

Equity

01/09/2023

1.3 Years

5000000

AMC: 1%

AMC: 1% Hurdle: 6% Profit sharing: 20%

NIL

   

Invest in a portfolio of 15-25 companies based on GARP (Growth At Reasonable Price) strategy. The main objective of the portfolio will be to beat the benchmark by 5-
10% annually on a 3-year rolling period basis.

Fund Manager Details

POONIT MITTAL

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5.00 years

poonit.mittal@fortcapital.in

NA

Poonit Mittal has completed Masters of applied finance and has more than 5 years of experience in the equity market.

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details

No Records Found.