IA Insight Report
IA Insight REPORT

THE ALL-STAR PORTFOLIO

Investment Approach Details

₹3083.05

(AUM CR)
   

Clubmillionaire Financial Services Private Limited

S&P BSE 500 TRI

Equity

Equity

03/06/2017

7.5 Years

5000000

AMC Charge : 1.25%

AMC Charge : 0.25% Hurdle Rate : 6.5% Performance Fee : 20%

NIL

   

1. Protect Capital
2. Beat the fixed deposit rate of return &
3. Out-perform the benchmark Equity Index over a long-term period of 3-5 years

Fund Manager Details

Paresh G Sangani

No Image

NA

jerry@clubmillionaire.in

NA

NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

0.01

0.43