APMI

BMW Multi Cap Fund

Investment Approach Details

₹294.06

(AUM CR)

PMS Provider Name

Basant Maheshwari Wealth Advisers Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

17/02/2016

Age

8.2 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

2% p.a. on a quarterly basis

Variable Fees Structure

Hurdle rate: 12% p.a. Profit sharing: 20%

Exit Load

1st Year: 2% 2nd Year: 1% 3rd Year: Nil

Purpose

1. BMW Multi Cap Fund aims at investing in high growth businesses that have a scalable business model.
2. We look for companies where the opportunity size is big and where there are business tailwinds.
3. It is important for us to invest in companies which are capital efficient and have high return on equity.
4. We invest in companies which have good corporate governance in terms of transparency, capital allocation and distribution of wealth to minority investors.
5. Last but not the least we look at reasonable valuations as we believe stock returns are driven by both earnings' growth and valuation rerating.

Fund Manager Details


Basant Maheshwari
Work Exp. NA
Email ID info@theequitydesk.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.11

1 Year Turnover

1.54