APMI

EquityFactorQuant

Investment Approach Details

₹438.34

(AUM CR)

PMS Provider Name

True Beacon Investment Advisors Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity,Others

Date Of Inception

18/08/2022

Age

2.3 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The medium to long-term investment objective of this approach is to generate returns in excess of the benchmark by investing in equity-linked securities. EFQ combines the nuances of fundamental analysis and data science. The objective of superior risk-adjusted returns via this approach is expected to be achieved by selecting, weighing, and rebalancing a portfolio of stocks using a proprietary factor selection and optimisation technique.

Fund Manager Details


Saurabh Dhole
Work Exp. NA
Email ID saurabh@truebeacon.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.39

1 Year Turnover

4.56