APMI

PRIME PICKS

Investment Approach Details

₹168.56

(AUM CR)

PMS Provider Name

Sharekhan Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

25/06/2018

Age

6.10 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Plan - A- Fees - 0%-2% p.a. on corpus + Txs Brkg - 0.1% - 0.5% + Stat Plan - B- Fees-0%-2%p.a. on corpus + txs 0.1%-0.5%+stat Plan -C Fees- 0%-1% p.a. on corpus +txs Brkg -0.1% + stat

Variable Fees Structure

Hurdle -Pan -A 18 %, Plan- B 15%, Plan-C 12% Profit Sharing - 20% post hurdle rate.

Exit Load

Pan -A - NIL Plan B and C - 1Year- 3% 2Year- 2% 3Year-1%

Purpose

Prime Picks follows a dual investment (2 distinct portfolios in one approach, which combines the benefits of secular proven growth story (Quality Portfolio) and also benefits from investing in multi-baggers, turnaround, special situation and other opportunities (Alpha Portfolio). The portfolio endeavors to delivers superior risk adjusted returns across market cycles through a well defined stock selection process and balanced allocation between Quality and Alpha

Fund Manager Details


Gaurav Dua
Work Exp. NA
Email ID regulatorycompliance@sharekhan.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/09/2023

1 Month Turnover

2.93

1 Year Turnover

25.01