APMI

Phillip Star Portfolio

Investment Approach Details

₹8.75

(AUM CR)

PMS Provider Name

Phillipcapital (India) Pvt Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

06/03/2019

Age

6.8 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge: Upto 2.50% p.a.

Variable Fees Structure

AMC: 0 to 2.50% p.a. Hurdle: 0 to 25% Profit sharing: 1 to 30%

Exit Load

1st year: Upto 3% 2nd year: Upto 2% 3rd year: Upto 1%

Purpose

To generate capital appreciation in long term through investments primarily in mutual fund units. Invesment approach includes investment into equity mutual schemes across the market capitalisation and investment philosophies, thematic/sector specific equity funds, commodity related funds, international/global equity funds, close ended equity funds, hybrid funds, balanced funds ETF etc.

Fund Manager Details


Mr Nishit Shah
Work Exp. NA
Email ID nishah@phillipcapital.in
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.15

1 Year Turnover

0.19