APMI

Diversified Equity Portfolio

Investment Approach Details

₹398.80

(AUM CR)

PMS Provider Name

KB Capital Markets Pvt. Ltd.

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

02/11/2004

Age

20.0 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge : 0.50% per annum Asset under Custody Fee : 0.015% per annum SEBI Custody Fee : 0.0005% per annum Transaction Charges as levied by NSE

Variable Fees Structure

Profit Sharing : 10%

Exit Load

Nil

Purpose

To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization.

Fund Manager Details


Mr.Kaushik Poddar
Work Exp. NA
Email ID NA
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.04

1 Year Turnover

0.35