APMI

EquiPoise Emerging Stars

Investment Approach Details

₹7.60

(AUM CR)

PMS Provider Name

EQUIPOISE CAPITAL MANAGEMENT PRIVATE LIMITED

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

28/08/2024

Age

2 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC : 2.00%

Variable Fees Structure

AMC : 1.00% Performance Fee of 20%(without catch-up, subject to high watermark) with Hurdle rate above 10% p.a.

Exit Load

1st year: 3.00% of the amount redeemed 2nd year: 2.00% of the amount redeemed 3rd year: 1.00% of the amount redeemed

Purpose

To provide investors with opportunities for long-term growth in capital by curating a well-diversified portfolio of predominantly mid and smallcap companies.

Fund Manager Details


ASHISH A WAKANKAR
Work Exp. NA
Email ID aashish@equipoise.in
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

NA