APMI

Diversified equity

Investment Approach Details

₹9.50

(AUM CR)

PMS Provider Name

Sharekhan Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

13/05/2004

Age

21.6 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fees : 0%-2.5%p.a + taxes

Variable Fees Structure

0.5% + statutory charges Hurdle rate - 15%(net off all the cost) profit sharing 20% post hurdle rate

Exit Load

NIL

Purpose

The investment strategy aims to outperform the benchmark indices with relatively lower volatility in the portfolio. The product seeks to achieve the outperformance through superior selection of well research quality companies to build a well balanced diversified portfolio.

Fund Manager Details


Gaurav Dua
Work Exp. NA
Email ID regulatorycompliance@sharekhan.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/09/2023

1 Month Turnover

2.21

1 Year Turnover

20.60