APMI

NUCLEUS

Investment Approach Details

₹83.87

(AUM CR)

PMS Provider Name

Ghalla Bhansali Stock Brokers Pvt Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

01/06/2024

Age

5 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

1.75

Variable Fees Structure

0

Exit Load

0-2 YEARS-2%

Purpose

1. This plan will make investments in 24-25 stocks

2. Stock selection would be based on companies where we expect revenue to growth between CAGR of 20% Plus.

3. Holding Period of the investments could be upto 4 years and more

4. The portfolio is expected to outperform the benchmarked BSE 500 index.

5. The fund manager may make other tactical decisions and have changes in the allocation in line with the overall objectives of protecting the investors interests

6. The Objective is to invest in apparently undervalued companies which will benefit with the improvement in the economic cycle. Consequently we would expect the portfolio to outperform the benchmarked BSE 500

Fund Manager Details


ROHAN GHALLA
Work Exp. NA
Email ID rohan@ghallabhansali.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