IA Insight Report
IA Insight REPORT

InvesQ Multicap Opportunities Portfolio

Investment Approach Details

₹67.31

(AUM CR)
   

INVESQ INVESTMENT MANAGERS LLP

S&P BSE 500 TRI

Equity

Equity

31/05/2024

1.6 Years

5000000

Structure 1: Fixed Fee: 2.50%

Structure 2: Fixed Fee: 1.75% Performance Fee: 20% Hurdle Rate: 10% Structure 3: Fixed Fee: 1.25% Performance Fee: 15% Hurdle Rate: 0%

1st Year: 2% 2nd Year: 1% 3rd Year onwards: Nil

   

The investment objective is to generate capital appreciation predominantly through investments in equities with a medium to long-term perspective.

Fund Manager Details

AASHISH JAYANT UPGANLAWAR

No Image

NA

AASHISH@INVESQ.IN

NA

NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

0.39

NA