IA Insight Report
IA Insight REPORT

Arthya ALL-STAR Multi-Cap Shariah Portfolio

Investment Approach Details

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(AUM CR)
   

Arthya Wealth And Investments Private Limited

S&P BSE 500 TRI

Equity

Equity

23/03/2022

3.7 Years

5000000

AMC Charge : 2%

AMC: 0-1.5% Hurdle: 12% Profit Sharing: 15%

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

   

To generate sustained compounding with capital preservation and meaningful alpha generation over the index, while adhering to Shariah norms

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

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