APMI

Ohm Growth

Investment Approach Details

₹575.86

(AUM CR)

PMS Provider Name

Ohm Portfolio Equi Research Private Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity,Plain Debt,Structured Debt,Derivatives,Mutual Fund,Others

Date Of Inception

01/07/2022

Age

2.4 Years

Min. Inv. Amount

10000000

Fixed Fees Structure

AMC Charge : 0.75% *Can change subject to Board Decision

Variable Fees Structure

*Subject to Board Decision

Exit Load

Exit Load - NIL

Purpose

â??Ohm Growthâ?? investment approach aim to provide active short & long term capital appreciation by primarily investing into aggressive growth opportunities available across all market caps. The objective is to pursue aggressive and opportunistic investment opportunities, the approach is designed for those investors who accept undergoing of significant fluctuations in the value of their investments in order to achieve investment returns. It is primarily intended that the underlying investments made will be on a diversified basis. The Approach will be directly investing mainly in equities and equity-related investments. The portfolio under this approach may also include bonds, short term and long term deposits and other investments. The intended asset allocation as aforesaid is for reference only and may be changed as and when the Portfolio Manager deems appropriate.
For efficient portfolio management, the portfolio of any underlying investments of this approach may acquire or sell, financial futures contracts and financial option contracts for hedging purpose, may engage in security lending, enter into repurchase agreements and may invest in other allowable instruments as investment.
The Portfolio will be investing in potential growth companies with market capitalization that may range from and between the smallest to the largest companies.
This approach primarily identifies and invests in companies that have fundamental potentials for growth in the medium & long term and deliver reasonable returns. The Portfolio Manager will look for companies that are mispriced as well as those which are reasonably priced with healthy growth outlook.
This approach may invest in the developmental stage or maybe new age fintech companies based on expected future cashflows or may be older companies undergoing significant changes. As a result, they may be subject to greater business risks and more sensitive to changes in economic conditions than larger, more established companies.
The Portfolio Manager may also seek value unlocking opportunities in companies which may be out of favor by street for any reason. The Portfolio Manager watch out for any catalyst, that might be either a change in management, or potential sells business / any units or any other value unlocking opportunity etc.

The approach will focus on companies with strong growth outlook, positive momentum on improving earnings, reducing leverage & improving return ratios. The approach will also look at turn around and special situations play.
Since this is a relatively higher risk approach, the focus will be on eventual diversification and be limited to clients with higher risk-taking potential

Fund Manager Details


JIGAR S VALIA
Work Exp. NA
Email ID jigarvalia@ohmgrp.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.00

1 Year Turnover

0.47