APMI

PMSAGGRESSIVE

Investment Approach Details

₹319.13

(AUM CR)

PMS Provider Name

Samvitti Capital Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Derivatives,Equity,Mutual Fund

Date Of Inception

23/10/2015

Age

9.9 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charges : 2.50% Profit Sharing : Nil

Variable Fees Structure

AMC : 0.50% Hurdle : 10% Profit Sharing : 20%

Exit Load

1st Year : 3% 2nd Year : 2% 3rd Year : 1%

Purpose

Focus on wealth creation across multiple business and market cycles using multi-style
strategies focusing on all capitalizations (large, mid and small) with a bias towards fast growing
and promising businesses.

Fund Manager Details


M Prabhkar Kudva
Work Exp. NA
Email ID pkudva@samvitticapital.com
Mobile No NA
Details Prabhakar Kudva is a successful long only growth investor. Prabhakar has been selected as one among 40 under 40 Investment managers by AIWMI (Association of International Wealth Management of India. He has been generating market beating returns across multiple years by cherry picking a number of high growth businesses which have turned out to be big winners. He has been authoring a popular blog (Investment Insight India) on investment ideas for the past several years. He has also worked in the financial technology product space designing products for the capital markets. Prabhakar in his capacity as the founder director of Samvitti focuses on unearthing long term investment opportunities for the various long-only portfolios that Samvitti manages. He also manages the investment research and technology teams.

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/06/2024

1 Month Turnover

0.50

1 Year Turnover

1.48