APMI

Core Equity Portfolio

Investment Approach Details

₹260.72

(AUM CR)

PMS Provider Name

Aditya Birla Sun Life Amc Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

07/01/2009

Age

15.3 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

2.50 %

Variable Fees Structure

NIL upto 12% return Upto 20% of return in excess of 12%

Exit Load

3% for a period as agreed by Portfolio MAnager and client

Purpose

Invest in quality businesses that are central to Indian growth story. Identify and participate in
growth of these businesses over medium to long term. Investment decisions will be based on
attractive valuation with margin of safety.

Fund Manager Details


Mr. Bhavdeep Bhatt
Work Exp. NA
Email ID Bhavdeep.Bhatt@adityabirlacapital.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.02

1 Year Turnover

0.44