APMI

SYNERGY FOCUSED APPROACH FOR LONG TERM

Investment Approach Details

₹33.11

(AUM CR)

PMS Provider Name

Harmoney Finserv India Private Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

22/12/2010

Age

13.4 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC CHARGES 2 % OR 1 %

Variable Fees Structure

Performance FEES 10 % OR 15 %

Exit Load

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

Purpose

This Strategy will incorporate multiple investment strategies, such as
1.Investing in companies that have consistent earnings growth with good ROE - ROCE,
2.Invest in good companies that are temporarily under performing (Turnaround),
3.Buying companies having low price-to-earnings multiples with high dividend yields.

Fund Manager Details


KANNAN RAMADASS
Work Exp. NA
Email ID kannanrr@harmoneywealth.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

0.90