IA Insight Report
IA Insight REPORT

DYNAMIC INVESTMENT APPROACH

Investment Approach Details

₹791.40

(AUM CR)
   

Janak Merchant Securities Pvt.Ltd.

S&P BSE 500 TRI

Equity

Equity,Mutual Fund,Others

01/06/2005

19.5 Years

5000000

AMC Charge : Up to 2%

AMC: Up to 1% Hurdle : 8-15% Profit Share : 15% Hurdle : Out performance versus BSE 500 Profit Share : 20%

Zero exit load

   

Capital appreciation from portfolio that is substantially constituted of equity securities and equity related securities of companies.

Fund Manager Details

JANAK MANSINGH MERCHANT

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50.00 years

janakmerchant@gmail.com

9850708264

Mr. Janak Merchant acquired membership of the Pune Stock Exchange in 1983 as one of the founder members. He has served as the Pune Stock Exchanges first Vice-President and as a Treasurer in 1987 which was his last official post with the Exchange. After formation of SEBI he obtained his stockbrokers registration in 1992. He has been instrumental in diversifying the business of the company into Portfolio Management Services

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

0.03

0.33