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ABSL INDIA 200 QUANT EQUITY PORTFOLIO
Fund Snapshot
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Purpose
To construct an optimally focused portfolio of large- & mid-cap securities to significantly outperform the BSE-200 Index with a risk lesser than the benchmark (BSE-200 Index). There can be no assurance that the Fund will achieve its investment objective.
Fixed Fees Structure
- Up to 2.50% pa – regular
- Up to 1.50% pa – Direct
Variable Fees Structure
- Regular and Direct – NIL up to a return of 12% pa
- Regular – Upto 20% of return in excess of 12%
- Direct – Upto 15% of return in excess of 12%
Exit Load
- Up to 3% for a period as mutually agreed between the PM and the client
About Company
The authority behind Portfolio Management Services is Aditya Birla Sun Life AMC Limited. Aditya Birla Sun Life AMC Limited has a section called Portfolio Management Service. Aditya Birla Sun Life AMC Limited (ABSLAMC) is a joint venture between the Aditya Birla Group, a well-known Indian conglomerate, and Sun Life Financial Inc., a significant worldwide financial services firm based in Canada that was established in 1994.
Build Wealth by Being Patient and Seeing the Big Picture
Wealth usually takes time to build. AltPort Funds emphasizes patience and seeing the big picture, helping you stay focused on your long-term goals. By setting realistic expectations and staying disciplined, we reduce the urge to make constant changes. This steady approach lets your money grow over time, quietly and steadily.
