APMI

Decennium Opportunity Portfolio

Investment Approach Details

₹123.98

(AUM CR)

PMS Provider Name

Anand Rathi Advisors Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

12/11/2021

Age

2.5 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge: 2.50%

Variable Fees Structure

AMC: Upto 1% Hurdle Rate: 8% to 20% Profit Sharing: 0 to 25%

Exit Load

1st Year: 2% 2nd Year: 1% After 2 Years: NIL

Purpose

Focus on return optimization by investing in multicap portfolio of companies with good corporate
governance, strong emerging business or companies entering into next business upcycle.

Fund Manager Details


MAYUR P SHAH
Work Exp. NA
Email ID mayurpshah@rathi.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.12

1 Year Turnover

1.48