APMI

LEAPFROG

Investment Approach Details

₹46.28

(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

14/12/2023

Age

4 Months

Min. Inv. Amount

500000

Fixed Fees Structure

1.75

Variable Fees Structure

NA

Exit Load

NA

Purpose

This Product consists of 20-25 Scripts.

Itâ??s a diversified equity portfolio with a combination of Large-Cap, Higher Mid -Cap, Mid-Cap & Small-Cap that endeavours to achieve long term growth through capital appreciation of fundamentally strong businesses based on the price pattern behaviour of the stock. Stock selection would be based on companies where we expect revenue to growth between CAGR of 15% Plus.

This Product will have a concentrated portfolio with an investment horizon of 6 years Plus.

The Objective is to invest in a combination of undervalued companies of Small, Large, Higher Mid - Cap & Mid cap which will benefited vis-a-vis the improvement in the economic cycle turning positive. The companies selected will have good growth going forward, and are expected to outperform the Benchmark.

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

0.05

1 Year Turnover

NA