APMI

LONG HERITAGE VALUE FUND

Investment Approach Details

₹150.52

(AUM CR)

PMS Provider Name

ASHIMA CAPITAL MANAGEMENT LIMITED

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

03/03/2025

Age

2 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

FIXED MANAGEMENT FEES: 2.5%

Variable Fees Structure

FIXED MANAGEMENT FEES: 1% HURDLE RATE: 1% PERFORMANCE FEES: 20%

Exit Load

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

Purpose

Our objective is to generate alpha returns for our clients through a risk neutral, buy and hold strategy and selecting 5-15 stocks using a fundamental value approach.

Fund Manager Details


KRISHNACHINTAN CHINTAN PARIKH Work Exp. 7.00 years Email ID krishna.parikh@ashimacapital.com Mobile No 9925008134 Details NA

KRISHNACHINTAN CHINTAN PARIKH

Work Exp. 7.00 years

Email ID krishna.parikh@ashimacapital.com

Mobile No 9925008134

Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/04/2025

1 Month Turnover

0.03

1 Year Turnover

NA