APMI

FOCUS MULTICAP

Investment Approach Details

₹325.63

(AUM CR)

PMS Provider Name

Ckredence Wealth Management Pvt Ltd

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity,Mutual Fund,Others

Date Of Inception

13/06/2021

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

Portfolio manager would take concentrated style approach to generate long term wealth. Focused Investment Approach intends to invest in key themes and sectors in concentrated manner.

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

0.34

1 Year Turnover

2.26