APMI

TRUFFLE INVESTMENT

Investment Approach Details

₹0.51

(AUM CR)

PMS Provider Name

Ghalla Bhansali Stock Brokers Pvt Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

25/05/2017

Age

7.11 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

1-2

Variable Fees Structure

NA

Exit Load

0-2 YEAR-2

Purpose

: This Product will have concentrated portfolio with investment horizon of around 4 years. Target stocks will have a potential to generate benchmark outperforming returns over next 3-5 years. The Objective is to invest in apparently undervalued companies which will benefit with the improvement in the economic cycle. Consequently we would expect the portfolio to outperform the benchmarked BSE 500.

Fund Manager Details


ROHAN GHALLA
Work Exp. NA
Email ID rohan@ghallabhansali.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.06

1 Year Turnover

0.32