APMI

Moats and Special Situations Portfolio

Investment Approach Details

₹759.83

(AUM CR)

PMS Provider Name

Multi-Act Equity Consultancy Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity,Mutual Fund

Date Of Inception

27/01/2011

Age

14.9 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC: 2.5%

Variable Fees Structure

AMC: 0 or 2% Hurdle: 8% or 13% Profit Sharing: 25%

Exit Load

39 Months: 1%

Purpose

The primary objective of this Investment Approach is to generate capital appreciation by investing in companies that in the opinion of the Portfolio Manager are of High quality with a strong competitive advantage at discount to fair value.

Fund Manager Details


Akshat Hariya
Work Exp. 6.90 years
Email ID akshat.hariya@multi-act.com
Mobile No NA
Details NA


Rohan Samant
Work Exp. 16.00 years
Email ID rohan.samant@multi-act.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.05

1 Year Turnover

0.46