APMI

Master Trust India Growth Strategy

Investment Approach Details

₹443.19

(AUM CR)

PMS Provider Name

Master Portfolio Services Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

22/10/2011

Age

13.0 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

To construct an optimally focused portfolio of bonds and equities of Mid Market securities, Large Cap
turnaround companies, corporate bonds or government securities to beat the benchmark by 5% per annum
of the investment horizon delivering superior risk adjusted returns. The portfolio may contain upto 25
securities with the investment universe defined by Portfolio Manager. However, the number of securities can
differ based on circumstances. The securities shall be selected based on a bottom up research process
where in the fundamental of the securities will be studied and based on expected risk and return from such
investment, the said security shall be included or excluded from the portfolio.

Fund Manager Details


Mr Jagmohan Singh
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

0.05

1 Year Turnover

0.70