APMI

HOLDCO

Investment Approach Details

₹4.07

(AUM CR)

PMS Provider Name

Unifi Capital P Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

22/05/2014

Age

10.11 Years

Min. Inv. Amount

100000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The objective of the strategy is to seek to unlock value by investing in listed holding companies across a wide array of industries. Holding companies in the strategyÃ??Ã?Â¢??s universe are defined as those entities which hold stakes in other listed entities, and trade at a significant discount to the NAV of the underlying assets. The Holdco strategy identifies strong underlying businesses and looks for significant valuation discounts that are likely to recover as promoters feel the heat of change in the regulatory landscape; or as underlying businesses exhibit significant growth.

Fund Manager Details


Sandeep Joshi
Work Exp. NA
Email ID NA
Mobile No NA
Details Holdco,HOLDCO2,INDIVIDUALLY MANAGED ACCOUNTS,Insider Shadow,INSIDER SHADOW 2,INSIDER SHADOW 3,INSIDER SHADOW NEW,Others(Fund of Funds),Others1,OTHERS2

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.27

1 Year Turnover

0.73