APMI

INNOVATION PORTFOLIO STP

Investment Approach Details

₹11.17

(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

08/02/2021

Age

4.9 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

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

Variable Fees Structure

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

Exit Load

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

Purpose

The objective is long term wealth creation with lower volatility. The
Portfolio would be invested in companies which are beneficiaries of the fast changing landscape
across industries and create business value by actively innovating across business models, product
and pricing strategies and customer experience

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

0.05

1 Year Turnover

0.52