APMI

Itus Fundamental Value Fund

Investment Approach Details

₹1543.75

(AUM CR)

PMS Provider Name

Itus Capital Advisors Private Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

01/01/2017

Age

8.10 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge: 1% (Management Fee) Profit Sharing: 15% (Performance Fee) Hurdle: 15%

Variable Fees Structure

NA

Exit Load

NIL

Purpose

The fund aims to invest in cash-flow growth-oriented companies by investing across market caps. The aim of the fund is to invest in market leaders who continue to gain market share and have a sustainable return on capital significantly over their cost of capital which results in long-term compounding for the investors.

Fund Manager Details


Naveen Chandramohan
Work Exp. NA
Email ID naveenc@ituscapital.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.11

1 Year Turnover

1.24