APMI

Avendus Olivo Core Equity Portfolio

Investment Approach Details

₹583.98

(AUM CR)

PMS Provider Name

Avendus Investment Managers Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

29/07/2020

Age

4.3 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge : up to 2.5%

Variable Fees Structure

AMC Charge : Up to 1.50% Hurdle : 10% Performance Fees : 15%

Exit Load

1st Year : 2% 2nd Year : 1% 3rd Year : 1%

Purpose

The team is bottom-up investors with a business ownerâ??s perspective who seek to deliver superior absolute returns over the long term. The team operates in a market with historically strong and consistent earnings growth where elevated volatility has provided regular mispriced entry points.

Fund Manager Details


Tridib Pathak
Work Exp. NA
Email ID tridib.pathak@avendus.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.02

1 Year Turnover

0.65