APMI

Growth at Reasonable Price

Investment Approach Details

₹5747.14

(AUM CR)

PMS Provider Name

Banyan Tree Advisors Pvt Ltd

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

01/08/2005

Age

19.3 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

We create a portfolio of companies that adhere to the following three criteria.

i. The company has to be available at prices that are at reasonable discount to their intrinsic value
ii. The company should have a proven record of high level of profitability, dividend paying capability and a business model that has a proven ability to do well through different economic conditions
iii. Future prospects for the company over time should look good and the company must be taking the right steps to capitalize on this opportunity

We generally invest in cash rich, dividend paying, highly profitable companies that are available at reasonable discounts to their intrinsic value, but not limited to those only, if alternative opportunities are attractive enough.

Fund Manager Details


W S RAVISHANKAR
Work Exp. NA
Email ID ravishankar@banyantreeadvisors.com
Mobile No 8046428500
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.03

1 Year Turnover

0.44