APMI

MULTICAP VALUE FUND

Investment Approach Details

₹329.51

(AUM CR)

PMS Provider Name

FORTUNE WEALTH MANAGEMENT CO INDIA P LTD

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

03/06/2024

Age

5 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

Our investment objective is to maximize risk-adjusted returns for investors over the long term. At the core of our philosophy is the understanding that share price performance is intricately linked to the current and future profitability of companies. The Investment Committee employs a blend of time-tested quantitative and qualitative analyses to assess a company's business, the competence of its key personnel, market opportunities, and competitive advantage. We conduct a rigorous evaluation of each company's track record in wealth creation, risk management, and stakeholder value enhancement. Like skilled sailors, we chart our course based on the constellations of current and future profits, harnessing the winds of market opportunities to propel us forward.

Fund Manager Details


JOSE C ABARAHM
Work Exp. 30.00 years
Email ID jose@fortunewmc.com
Mobile No 9443742093
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.05

1 Year Turnover

NA