Infrastructure Surge
Managed by Amit Verma
SECTOR - INFRASTRUCTURE
PMS
INFRASTRUCTURE
THEMATIC
Returns (Since Inception)
21.85%CAGR
AUM
7K CrINR
Min Investment
50.0 LINR
Investment Approach
Thematic strategy capitalizing on India's multi-decade infrastructure build-out. Invests in construction, capital goods, railways, defence, green energy, and allied sectors benefiting from massive government capex push.
Inception Date2020-08-01
BenchmarkNifty Infrastructure
Fee Structure
Fixed Management Fee2.25% p.a.
Performance Fee20% of profits above 12% hurdle
Exit Load3% if redeemed < 1yr, 1.5% < 2yr
Risk Metrics
Volatility
25.3%
Beta
1.38
Downside Capture
98%
Upside Capture
140%
Disclaimer
Performance data is strictly for educational purposes. Past performance is not indicative of future results. All returns are TWRR based. Please read all scheme related documents carefully. Investment in securities market are subject to market risks, read all the related documents carefully before investing.
Key Numbers
Sharpe Ratio1.62
Max Drawdown-25.3%
Min Investment50.0 L
Lock-in Period1 Year
Risk LevelVery High