IA Insight Report
IA Insight REPORT

Moats and Special Situations Portfolio

Investment Approach Details

₹743.23

(AUM CR)
   

Multi-Act Equity Consultancy Private Limited

S&P BSE 500 TRI

Equity

Equity,Mutual Fund

27/01/2011

13.3 Years

5000000

AMC: 2.5%

AMC: 0 or 2% Hurdle: 8% or 13% Profit Sharing: 25%

39 Months: 1%

   

The primary objective of this Investment Approach is to generate capital appreciation by investing in companies that in the opinion of the Portfolio Manager are of High quality with a strong competitive advantage at discount to fair value.

Fund Manager Details

Akshat Hariya

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6.90 years

akshat.hariya@multi-act.com

NA

NA

Rohan Samant

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16.00 years

rohan.samant@multi-act.com

NA

NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

0.02

0.39