APMI

Concentrated Diversified Equity

Investment Approach Details

₹2.09

(AUM CR)

PMS Provider Name

KB Capital Markets Pvt. Ltd.

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

01/09/2024

Age

2 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge : 0.5% per annum Asset under Custody Fee : 0.015% per annum SEBI Custody Fee : 0.0005% per annum Transaction charges as levies by NSE.

Variable Fees Structure

Profit Sharing 10%

Exit Load

NIl

Purpose

To generate capital appreciation by investing in a portfolio of equity and equity-related instruments with higher concentration on medium and small market-cap stocks in the portfolio mix.

Fund Manager Details


Kaushik Poddar
Work Exp. NA
Email ID kaushik.poddar@gmail.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.25

1 Year Turnover

NA