APMI

(AUM CR)

PMS Provider Name

Axis Securities Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity,Mutual Fund

Date Of Inception

01/08/2022

Age

2.9 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed Fee : 2.5 % P:A Charged Quarterly

Variable Fees Structure

Fixed Fee : 1.5 % P:A Charged Quarterly Hurdle Rate : 2.5 % Per Quarter Profit Sharing : 20 %

Exit Load

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

Purpose

Customized strategy with an objective of creating an ethical portfolio by avoiding companies. E.g. as per specific Shariah norms


Nishit Shishir Master
Work Exp. NA
Email ID nishit.master@axissecurities.in
Mobile No NA
Details NA

1 Month Turnover

0.05

1 Year Turnover

1.63