APMI

ARTHYA All Star Core Portfolio

Investment Approach Details

₹2.03

(AUM CR)

PMS Provider Name

Arthya Wealth And Investments Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

05/06/2024

Age

3 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge - 2%

Variable Fees Structure

AMC - 1.5% Hurdle - 12 % Profit Sharing - 15%

Exit Load

1st Year - 2% 2nd Year - 1 % 3rd Year - 0%

Purpose

The portfolio is constructed with a focus on investing in high-quality companies that have a proven track record of success and are positioned for sector leading growth in their respective sectors. Portfolio aims to identify companies which have strong management pedigree, sustainable competitive moats, superior capital allocation and distribution. With its focus on quality and the right risk-reward balance, this approach can help deliver consistent risk adjusted returns.

Fund Manager Details


BHASKAR BUKREDIWALA
Work Exp. NA
Email ID bhaskar@arthyainvestments.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/07/2024

1 Month Turnover

0.80

1 Year Turnover

NA