APMI

OPULENCE

Investment Approach Details

₹60.07

(AUM CR)

PMS Provider Name

Ghalla Bhansali Stock Brokers Pvt Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

01/12/2024

Age

2 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

1.75

Variable Fees Structure

0

Exit Load

0-2-1%

Purpose

OBJECTIVE
This Product consists of 20-25 Scripts.
The Objective is to invest in companies that the fund manager judges to be undervalued and those that will benefit with the improvement in the economic cycle.
Consequently we would expect the portfolio to outperform the benchmarked BSE 500
BASIS OF SELECTION OF SECURITIES:
Itâ??s a diversified Multi-Cap equity portfolio that strives to achieve long term growth through fundamentally strong businesses based on the price pattern behaviour of the stock. A combination of undervalued companies of Small, Large, Higher Mid - Cap & Mid cap which will benefited vis-a-vis the improvement in the economic cycle turning positive.
Most of the selected stocks will have an expected revenue growth higher than CAGR of 18% to 20% during their holding period.

Fund Manager Details


ROHAN GHALLA
Work Exp. NA
Email ID rohan@ghallabhansali.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/12/2024

1 Month Turnover

0.58

1 Year Turnover

NA