Aims for consistent long-term outperformance through diversified investment in ‘Winners’ for long term value creation.
+7.34%
3Y annualised returns
+12.09%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
16 Nov '22
Total AUM
₹2.69Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
AS
Apurva Sharma
Co-Fund Manager
View details
About
Qualification:CFA Charter holder, MBA in Finance from Welingkars & Bachelor of Engineering (Infotech) from Mumbai University, Experience: ▪ Apurva comes with over 16+ years of experience in the finance industry.He has worked as a co-fund manager at Helios Asset Management for Flexicap Mutual Fund managing.over 1000+ crs AUM. Previously, he has also worked with PGIM India AMC, Edelweiss, ICICI Group, Anand Rathi, and Centrum Wealth Managers. Apurva is a CFA Charter holder, MBA in Finance from Welingkars & Bachelor of Engineering (InfoTech) from Mumbai University.
Experience
Over 16 years of experience in the finance industry.
Investment philosophy
Specializes in managing Flexicap mutual funds.
Previously worked at
Helios Asset Management
PGIM India AMC
Edelweiss
ICICI Group
Awards
Co-managed a Flexicap Mutual Fund at Helios Asset Management. He is a CFA Charter holder and holds an MBA in Finance.