APMI

High Conviction Equity Portfolio

Investment Approach Details

₹49.72

(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

01/04/2014

Age

11.7 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

The Portfolio Manager aims to generate outsize returns over 3 -5 years, through a diversified Multicap portfolio out of top 20-25 most compelling investment ideas. The Portfolio may also have large allocation to cash and Money Market Instruments/funds as an investment tool.

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

0.11

1 Year Turnover

0.57