APMI

GROWTH

Investment Approach Details

₹87.24

(AUM CR)

PMS Provider Name

Capgrow Capital Advisors Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

31/10/2018

Age

6.6 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed fees upto 2.5%

Variable Fees Structure

Fixed fees - upto 2.50% Hurdle rate: upto 15% Performance: upto 30%

Exit Load

No Exit load

Purpose

The aim of the strategy is to generate returns by investing in companies that could offer sustainable long-term capital appreciation and are available at reasonable valuations. The Portfolio Manager believes that there are various reasons that could help to achieve the â??Deltaâ?? (change) by a particular company in their financial performance. The focus is on Growth in both revenue and profitability and cash flows. A lot of weight is attached to the Management, their past track record, execution capability, and corporate governance.

Fund Manager Details


ARUN MALHOTRA
Work Exp. NA
Email ID arun@capgrowcapital.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.05

1 Year Turnover

0.74