APMI

INDIA LARGE CAP QUANT EQUITY PORTFOLIO

Investment Approach Details

₹0.58

(AUM CR)

PMS Provider Name

Aditya Birla Sun Life Amc Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

17/03/2009

Age

16.8 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 upto return of 12% pa Regular - Upto 20% upto return in excess of 12%pa Direct - Upto 15% upto return in excess of 12% pa

Exit Load

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

Purpose

To construct optimal focused portfolio of large cap securities to significantly outperform Nifty
with the risk lesser than the benchmark (Nifty 50). Under normal circumstances, the portfolio
will contain 15 to 30 stocks with the investment universe defined as stocks in Nifty 50.

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

0.00

1 Year Turnover