APMI

WILLOW LONG TERM VALUE STRATEGY

Investment Approach Details

₹325.79

(AUM CR)

PMS Provider Name

Willow Advisors Llp

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

03/02/2020

Age

4.2 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC charge: 0.5%

Variable Fees Structure

AMC - 10% OF PROFITS

Exit Load

1ST YEAR - 1% 2ND YEAR - 1% 3RD YEAR - 1%

Purpose

TO ACHIEVE HIGHER RISK ADJUSTED RETURNS BY FOCUSSING ON LONG TERM INVESTING AND REDUCING UNNECESSARY TRANSACTION COSTS, THEREBY BENEFITTING THE CLIENT PORTFOLIO

Fund Manager Details


RUSTAM KUMANA
Work Exp. NA
Email ID rustam@willowadvisors.in
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

0.29