IA Insight Report
IA Insight REPORT

Ohm Absolute

Investment Approach Details

₹46.37

(AUM CR)
   

Ohm Portfolio Equi Research Private Limited

Nifty 50 TRI

Equity

Equity,Plain Debt,Structured Debt,Derivatives,Mutual Fund,Others

27/03/2008

16.1 Years

5000000

AMC Charge - 2% * Can be different subject to Board decision

Hurdle Rate - 8% 8%-15% Slab - 10% Profit Share 15%-25% Slab - 15% Profit Share 25% - 20% Profit Share * Can de different subject to Board decision

1 Year - 2% Exit Load 1 Year - NIL Exit Load

   

â??Ohm Absoluteâ?? is an equity investment approach aiming to provide long term capital appreciation by
primarily investing into aggressive growth opportunities available across all market caps. Since the
objective of the approach is to pursue aggressive opportunities, the approach is designed for those
investors who hold a long-term investment view and who accept undergoing of significant fluctuations
in the value of their investments in order to achieve fair enough long term returns. It is primarily
intended that the underlying investments made will be on a diversified basis. The Invetsment Approach
will be directly investing mainly in equities and equity-related investments. The portfolio under this
approach may also include bonds, short term and long term deposits and other investments. The intended
asset allocation as aforesaid is for reference only and may be changed as and when the Portfolio
Manager deems appropriate.
For efficient portfolio management, the portfolio of any underlying investments of this approach may
acquire or sell, financial futures contracts and financial option contracts for hedging purpose, may
engage in security lending, enter into repurchase agreements and may invest in other allowable
instruments as investment.

Fund Manager Details

JIGAR S VALIA

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jigarvalia@ohmgrp.com

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

0.01

0.18