APMI

Arthya ALL-STAR Emerging Stars Portfolio

Investment Approach Details

₹2.12

(AUM CR)

PMS Provider Name

Arthya Wealth And Investments Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

03/07/2023

Age

1.9 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

MANAGEMENT FEES - 0-2.50%

Variable Fees Structure

MANAGEMENT FEES - 0-2.50% PERFORMANCE FEES - 15% OVER 12% HURDLE

Exit Load

1ST YEAR - 2% 2ND YEAR - 1% 3RD YEAR - 0%

Purpose

Emerging Stars portfolio is constructed with a focus on mid-size companies that have competitive
advantage and longevity of earnings growth. Under this strategy, we evaluate companies with a focus
on quality and that have passed the test of our strong research filter criteria. The portfolio aims to deliver
50
superior returns over medium and long term. Superior return objective is achieved by investing in highquality,
growth-oriented companies with strong fundamentals.

Fund Manager Details


BHASKAR BUKREDIWALA
Work Exp. NA
Email ID bhaskar@arthyainvestments.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.16

1 Year Turnover

NA