IA Insight Report
IA Insight REPORT

Arthya ALL-STAR Opportunities Portfolio

Investment Approach Details

₹28.93

(AUM CR)
   

Arthya Wealth And Investments Private Limited

Nifty 50 TRI

Equity

Equity

06/05/2022

3.6 Years

5000000

AMC Charge: 2%

AMC: 1.5% Hurdle: 12% Profit Sharing: 15%

1st Year: 2% 2nd Year: 1% 3rd Year: 0%

   

To generate sizable returns with capital preservation over a 6-12 month horizon

Fund Manager Details

BHASKAR BUKREDIWALA

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bhaskar@arthyainvestments.com

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

0.34

4.28