APMI

The Opportunistic Equity Portfolio

Investment Approach Details

₹11.15

(AUM CR)

PMS Provider Name

J M Financial Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

04/05/2017

Age

7.11 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The investment objective of this Investment Approach is to generate long-term capital
appreciation by following multi cap investing strategy, where the Portfolio Manager
will focus on investing in listed equity shares of Indian companies and equity related
instruments/units of the Exchange Traded Funds (â??ETFsâ??) by following bottom up
stock picking approach. The emphasis will be investing in those companies that are
predominantly mid or small size companies as per their market capitalization. The
Portfolio Manager may also deploy the funds in some value stocks across market caps.
It may also invest in equity shares of special situation companies, which are companies
that have experienced significant business problems however the Portfolio Manager
believes that these companies have favorable prospects for recovery. Investment may
be in any sector, that, in its opinion exhibit characteristics that are consistent with a
growth style or a value style of investing. The focus will be to hold equity shares of
10-30 listed companies and/or units of the ETFs in the Portfolio. The Portfolio
Manager will have a flexibility to build cash in case of return potential being achieved
and where there is a significant chance of a correction, or range bound movement in
the markets to enhance returns. It may have stagger investments in equity shares over
a period of time in case if enough investment opportunities are not available. The focus
will be on industries and companies where growth visibility is high and remain
invested in such industries and companies till the potential is largely explored. In case
of stalwarts (mature businesses, large caps) across the industries, strategy will be to
look for price ranges from where these stocks may bounce by 30-50%, over a medium
to long term time frame. The Investment Approach is intended for high risk taking
investors who are willing to be patient with their investments, and to have exposure to
a portfolio that may not initially move in tandem with broad market trends. The
Portfolio Manager may also consider investing in any initial public offerings of equity
share of any company. The indicative tenure or investment horizon will be long-term
time horizon (3-5 years). The Portfolio Manager may invest in derivatives and/or
related instruments only to hedge or re-balance the portfolio. Subject to the
Regulations and the applicable guidelines, the Portfolio Manager may engage in
Securities Lending activities. While investment decision of the Portfolio Manager may
be guided by the above perceptions, the same are indicative in nature. The Portfolio
Manager retains the flexibility to change the investment strategy from time to time,
keeping in view market conditions, market opportunities, and political and economic
factors.

Fund Manager Details


NIRAV GANDHI
Work Exp. NA
Email ID Nirav.Gandhi@jmfl.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.19

1 Year Turnover

1.54