APMI

Business Cycle Fund

Investment Approach Details

₹31.60

(AUM CR)

PMS Provider Name

Ckredence Wealth Management Pvt Ltd

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity,Mutual Fund,Others

Date Of Inception

10/11/2023

Age

5 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charges: 2.5%

Variable Fees Structure

AMC: 0.25% Hurdle: 7% Profit Sharing: 25%

Exit Load

1st Year- 2% 2nd Year- 1% 3rd Year- 0%

Purpose

The objective of the fund is to generate long-term wealth by identifying and investing in sectors & companies which are at the cusp of the growth cycle. It intends to invests in concentrated manner in few sectors across market capitalisations with 30-35 stocks in the portfolio with aim to reap benefit from business cycle revival

Fund Manager Details


KARTIK B MEHTA
Work Exp. NA
Email ID kartik.mehta@ckredencewealth.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.47

1 Year Turnover

NA