APMI

FCI LLP Wealth Builder

Investment Approach Details

₹35.15

(AUM CR)

PMS Provider Name

Fractal Capital Investments Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

15/03/2021

Age

4.8 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge 2.5% p.a.

Variable Fees Structure

AMC : 2% p.a. Hurdle : 8% p.a. Profit Sharing : 20%

Exit Load

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

Purpose

To create significant value over long term by investing in a concentrated portfolio of Indian equities which are significantly below intrinsic value in the opinion of the Portfolio Manager and with strong long-term prospects.

Fund Manager Details


Mr.Miten lathia & Mr.Sanjeev goswami
Work Exp. NA
Email ID NA
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.08

1 Year Turnover

0.55