APMI

CONTRARIAN

Investment Approach Details

₹68.24

(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

04/12/2020

Age

3.4 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

The portfolio is designed to capitalize contains investments ideas that are either available at attractive valuations or have witnessed significant decline owing to unexpected events that would have only a temporary impact on their earnings. This portfolio is value focused

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

0.03

1 Year Turnover

0.78