APMI

India Special Opportunities Portfolio

Investment Approach Details

₹348.76

(AUM CR)

PMS Provider Name

Aditya Birla Sun Life Amc Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

14/06/2018

Age

6.5 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Upto 2.50% pa - Regular Upto 1.50% pa - Direct

Variable Fees Structure

Regular and Direct - Nil for return upto 12% pa. Regular - Upto 20% of return in excess of 12% pa

Exit Load

Upto 3% for a period as mutually agreed between the PM and the client.

Purpose

The investment objective of the portfolio is to invest in stocks that are primed to benefit from
the catalysts , including but not limited to the following catalysts: micro turnaround, macro
turnaround, management change, deleveraging, demerger, mid to large-cap potential and
secular growth names

Fund Manager Details


Mr. A. Balasubramanian
Work Exp. NA
Email ID a.balasubramanian@adityabirlacapital.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.03

1 Year Turnover

0.46