APMI

VRDDHI

Investment Approach Details

₹302.44

(AUM CR)

PMS Provider Name

Ithought Financial Consulting Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

07/05/2021

Age

3.11 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed Fee - 1.5%

Variable Fees Structure

Performance Fee - 15% Hurdle - 8%

Exit Load

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

Purpose

To invest in emerging business ( small /midcap companies as per SEBI's categorisation) which are market leaders in their chosen category, have strong balance sheets and have good growth prospects. Our strategy would be to buy these companies at reasonable valuations for a period of 3 to 5 years and participate in the growth of these business. Buy and hold strategy will be followed.

Fund Manager Details


SHYAM SEKHAR
Work Exp. NA
Email ID shyamsek@ithought.co.in
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.07

1 Year Turnover

0.46