APMI

Concentrated Diversified Equity

Investment Approach Details

₹1.87

(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

6 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

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 28/02/2025

1 Month Turnover

0.05

1 Year Turnover

NA