APMI

Flexicap Strategy

Investment Approach Details

₹1.14

(AUM CR)

PMS Provider Name

Anand Rathi Advisors Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Mutual Fund

Date Of Inception

16/11/2023

Age

5 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge : 2.50%

Variable Fees Structure

AMC: 0% to 2% Hurdle : 8% to 20% Profit sharing : 20%

Exit Load

1st year : 2% 2nd Year: 1% After 3rd Year : NIL

Purpose

Focus on Return Optimization by investing in a basket of well researched mutual funds. The basket would follow a multicap approach and invest in funds across various categories defined by SEBI.

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

0.00

1 Year Turnover

NA