APMI

Prudent Equity Growth Strategy

Investment Approach Details

₹26.30

(AUM CR)

PMS Provider Name

Prudent Equity Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

02/07/2024

Age

4 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge : 1% p.a. Charged monthly on average AUM

Variable Fees Structure

Profit Sharing : 15% p.a.

Exit Load

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

Purpose

The funds of the Clients will be invested in Capital and money market instruments, including,such as securities as defined under the Securities Contract (Regulation) Act, 1956, as well as
such units of Unit Trust of India and/or other mutual funds, government securities, debt
instruments, and such other eligible modes of investment and/or forms of deployment within
the meaning of the Regulation issued by SEBI as amended from time to time.
However, the Portfolio Manager may engage in futures contracts, options on securities,
options on indices, and other comparable investment types that may need initial margin
payments from the Client and that would be considered. In all transactions involving the
Client's Account, the Portfolio Manager shall uphold a high degree of integrity and fair
dealing. The investment in the securities mentioned in the above point will be in accordance
with the objectives as given in the agreement and also any of the investment approach
categories accepted by the client.
The following, or a mix of them, would be one or more of the investment objectives:
a. To give the client investing flexibility across multiple market segments
b. To achieve a high rate of return on investment
c. To produce either long-term or short-term capital appreciation.
The Portfolio Manager offers various investment strategies-based portfolios to allow for
standardized customization in sync with investor profiles and also customized portfolios as
per suitability and specific requirements of the client. The main goal is to develop an
investment philosophy that will lead to capital growth over the long run.
The objective of the Derivative Exposure: The objective to use derivatives is purely to
protect the portfolio in case of a severe market correction. We seek to use derivatives purely
to protect the clientâ??s portfolio in case of sharp drawdowns of the aggregate market. The
Derivatives will only be used for hedging and/or portfolio rebalancing.

Fund Manager Details


Diwakar Rana
Work Exp. NA
Email ID diwakar@prudentequity.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.07

1 Year Turnover

NA