APMI

ALL WEATHER

Investment Approach Details

₹208.61

(AUM CR)

PMS Provider Name

Ckredence Wealth Management Pvt Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity,Mutual Fund,Others

Date Of Inception

11/06/2021

Age

3.10 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charges - 2.50%

Variable Fees Structure

AMC : 0.25% Hurdle : 7% Profit Sharing : 25%

Exit Load

1st Year : 2% 2nd Year : 1% 3rd Year : 0%

Purpose

The primary objective of portfolio manager of All-weather Investment Approach is to generate long term capital appreciation and superior returns by investing across asset classes such as Indian equity, offshore mutual fund schemes/ETFs and gold ETFs with an objective of giving investors an enhanced diversification.

Fund Manager Details


KARTIK B MEHTA
Work Exp. NA
Email ID kartik.mehta@ckredencewealth.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.38

1 Year Turnover

2.49