APMI

INDIA STORY CONSISTENT COMPOUNDER & MULTICAP APPROACH

Investment Approach Details

₹7.78

(AUM CR)

PMS Provider Name

Harmoney Finserv India Private Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

05/04/2017

Age

7.0 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC 2 %

Variable Fees Structure

AMC : 1 % & 10 % Performance Fee or 15 % Performance Fee. ONLY

Exit Load

1 Year : 3 % 2 Year : 2 % 3 Year : 1 %

Purpose

The Fund Manager will invest in firms that have stable earnings profile, with a focus on companies that grows consistently and generate ROE , ROCE above the cost of capital over long period of time. Profile of companies chosen will be market cap agnostic.

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

0.17

1 Year Turnover

0.91