APMI

Q India Responsible Returns Strategy

Investment Approach Details

₹1.15

(AUM CR)

PMS Provider Name

Quantum Advisors Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

16/04/2021

Age

3.0 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

First US$ 50 mn: Upto 0.60% Next US$ 50 mn: Upto 0.50% Above US$ 100 mn: Upto 0.40%

Variable Fees Structure

AMC: First US$ 50mn: Upto 0.50% Next US$ 50 mn: Upto 0.40% Above US$ 100 mn: Upto 0.30% Hurdle Rate: Outperformance Profit Sharing: Upto 10%

Exit Load

NIL

Purpose

The Investment Objective of the strategy is to achieve long-term capital appreciation by investing in equity share of companies that have relatively better environmental, social and governance practices as measured through our proprietary Environment, Social and Governance (ESG) scoring methodology.

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

0.06

1 Year Turnover

0.18