APMI

SiMPL Small Cap Value Portfolio

Investment Approach Details

₹21.66

(AUM CR)

PMS Provider Name

Securities Investment Management Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

15/05/2023

Age

1.11 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

SiMPL Small Cap Value Portfolio is designed and managed for someone who has a long-term horizon, is looking at investing with an intent of preservation of capital in real terms over a long period of time and who is primarily investing from his/her surplus funds. Since the objective of the strategy is to invest in small cap companies, the investor should be comfortable with high volatility and period of higher cash holdings.

Fund Manager Details


Ravindra Purohit
Work Exp. NA
Email ID ravi@simpl.co.in
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.09

1 Year Turnover

NA