APMI

RETIREMENT

Investment Approach Details

₹4.89

(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

27/08/2021

Age

3.8 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

An investment strategy targeted to achieve capital appreciation outpacing inï¬?ation rate by investing in high-quality stocks having low downside risk.

Fund Manager Details


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

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.00

1 Year Turnover

0.34