APMI

Absolute Freedom Portfolio Systematic Rebalancing Option

Investment Approach Details

₹5.78

(AUM CR)

PMS Provider Name

Nippon Life India Asset Management Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

08/07/2019

Age

5.4 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge : 2.50%

Variable Fees Structure

NA

Exit Load

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

Purpose

To generate outsize returns over 3 -5 years, through a portfolio which may predominantly invests in large cap stocks and selectively in quality mid cap, small cap and micro-cap stocks. The equity allocation for the investor will be increased in a staggered manner as per the mandate received by the Portfolio Manager.

Fund Manager Details


Gurbir Singh Chopra
Work Exp. NA
Email ID Gurbir.Chopra@nipponindiaim.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

0.73