APMI

MF MAXIMIZER EQUITY

Investment Approach Details

₹16.15

(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

04/08/2021

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

Mix of large/mid and small cap, Strategic sector allocation, Strategic portfolio allocation as per dynamic market changes, Mix of growth, quality and value with objective of higher alpha schemes

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

0.26