APMI

ALMONDZ AIM MULTICAP INVESTMENT APPROACH

Investment Approach Details

₹6.39

(AUM CR)

PMS Provider Name

ALMONDZ FINANCIAL SERVICES LIMITED

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

07/11/2024

Age

4 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

MANAGMENT FEES UP TO 2.5% P.A

Variable Fees Structure

AMC 1.25% PA HURDLE 8% PERFORMACE FEE 10%

Exit Load

WITHIN 1 YEAR - 3% BETWEEN 1-2 YEAR - 2% BETWEEN 2-3 YEAR - 1%

Purpose

Investment objectives are to construct a diversified and balanced portfolio, aiming to
achieve maximum returns and capital appreciation for our investors in the long term.

Fund Manager Details


MANGESH ASHOK KULKARNI Work Exp. NA Email ID mangesh.kulkarni@almondz.com Mobile No NA Details NA

MANGESH ASHOK KULKARNI

Work Exp. NA

Email ID mangesh.kulkarni@almondz.com

Mobile No NA

Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

1 Month Turnover

0.15

1 Year Turnover

NA