APMI

Fisdom Wealth Edge

Investment Approach Details

₹1.86

(AUM CR)

PMS Provider Name

Finwizard Technology Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Mutual Fund

Date Of Inception

20/12/2024

Age

3 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed Fees: Upto 1.5%

Variable Fees Structure

Fixed: Upto 1% Hurdle: 10% Performance fee: 10%

Exit Load

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

Purpose

The scheme's investment objective is to generate long-term capital appreciation from a diversified portfolios of MFs and ETF thereby optimising performance and risk across market cycles.

Fund Manager Details


Sabyasachi Mukherjee Work Exp. 15.00 years Email ID sabyaa.mukherjee@fisdom.com Mobile No 8976782987 Details Funds

Sabyasachi Mukherjee

Work Exp. 15.00 years

Email ID sabyaa.mukherjee@fisdom.com

Mobile No 8976782987

Details Funds

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

1 Month Turnover

0.75

1 Year Turnover

NA