APMI

DIVERSIFIED MULTICAP

Investment Approach Details

₹232.09

(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

23/06/2021

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

NA

Purpose

Diversification Investment Approach intends to invest in baskets of stocks with no undue concentration in any stock or sector. The process of diversification may help control risk in the portfolio. The Portfolio manager aims to generate long term capital appreciation and superior returns by investing across market capitalizations.

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

0.42

1 Year Turnover

2.25