APMI

MNC Portfolio - NRI

Investment Approach Details

₹17.94

(AUM CR)

PMS Provider Name

Anand Rathi Advisors Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

29/10/2018

Age

6.6 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge: 2.5%

Variable Fees Structure

AMC: Upto 1% Hurdle Rate: 8% to 20% Profit Sharing: 0 to 25%

Exit Load

1st Year: 2% 2nd Year: 1% After 2 Years: Nil

Purpose

Focus on consistency of return and risk moderation by investing in Multinational Companies listed in India. Investments into listed companies in India in which the foreign shareholding is over 50% and/or the management control is bestowed in foreign company and/or the technological and managerial know-how brought in by foreign partner/investor.

Fund Manager Details


MAYUR P SHAH
Work Exp. NA
Email ID mayurpshah@rathi.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.05

1 Year Turnover

0.58