APMI

Q India Value Equity Strategy - Constrained V

Investment Approach Details

₹19464.90

(AUM CR)

PMS Provider Name

Quantum Advisors Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

17/12/2008

Age

15.4 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NIL

Variable Fees Structure

AMC: Upto 0.20% Hurdle Rate: excess performance over benchmark+1% Profit Sharing: Upto 15% With a cap, lower of: US$15 million or 3% of Average AUM

Exit Load

NIL

Purpose

The primary investment objective of QAPL for this product is to achieve long term capital appreciation from a fully equity oriented portfolio that are in a position to benefit from the anticipated growth and development of the Indian economy and its investment universe will be as far as possible the companies constituting the S&P BSE 200 or any appropriate additions made thereto. However, it has certain cash level and stock/sector exposure related restrictions imposed by the client as prescribed in the clientÃ¢??s Investment Management Agreement (IMA).

Fund Manager Details


I.V Subramaniam
Work Exp. NA
Email ID Subbu@Qasl.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.13

1 Year Turnover

0.30