APMI

Prudent Equity Growth Strategy

Investment Approach Details

₹24.54

(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

8 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

Value Oriented Growth Companies: Companies growing at high rates.
Corporate Governance: Forensic Accounting, Capital Allocation, Treating minority at par.
Margin Of Safety: Buying at a significant discount to estimated intrinsic value.
Optimal Capital Structure: Highly leveraged companies, frequent equity dilution etc. are some of the traits which are avoided.

Fund Manager Details


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

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 28/02/2025

1 Month Turnover

0.14

1 Year Turnover

NA