APMI industry data
Compare our reported returns against every other registered portfolio manager, on a like-for-like basis.
Read this before the numbers
Past performance does not indicate future performance, and is not a guarantee of future results. The returns below are aggregate figures for all discretionary clients in a strategy. Your return will differ — sometimes materially — depending on when you invested, when you added or withdrew capital, and which fee option you selected. Portfolio management services carry no assurance of return, and you may lose part or all of your capital.
| Strategy / Benchmark | 1 Month | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|---|---|
| All Cap Opportunities | — | — | — | — | — | — | — |
| BSE 500 TRI | — | — | — | — | — | — | — |
Scroll the table sideways to see all periods →
Returns shown are aggregate portfolio-level Time Weighted Rate of Return (TWRR), net of all fees and expenses, computed in accordance with the SEBI circular on performance reporting and benchmarking by portfolio managers. Returns for periods greater than one year are annualised (CAGR); periods up to one year are absolute. Individual client returns will differ depending on the timing of inflows and outflows, and on the fee option selected.
How to read this table
- TWRR removes the effect of the timing and size of client cash flows, so that the manager’s decisions — rather than an investor’s deposit schedule — are what is being measured.
- Net of fees and expenses means management fees, performance fees, brokerage, custody, fund accounting, audit charges and applicable GST have all already been deducted.
- Annualised figures are shown for periods above one year; periods of one year or less are absolute returns.
- The benchmark is the one prescribed by APMI for the relevant strategy category, shown as a trailing return over the identical period.
Independent verification
Do not take our word for the numbers
SEBI requires every portfolio manager to report standardised performance to APMI each month. APMI publishes that data so that managers can be compared directly.
SEBI PMS disclosures
Monthly reports on assets under management, client numbers and complaints, filed by all portfolio managers.
Your own audit
Your portfolio is audited annually by an independent chartered accountant, and you may appoint an auditor of your own choosing, at your cost.
Disclaimer
The caveats matter more than the headline number
Performance figures are calculated in accordance with the SEBI circular on performance reporting and benchmarking by portfolio managers, on a Time Weighted Rate of Return basis at the aggregate strategy level, net of all fees and expenses charged to client portfolios.
Returns of individual clients may differ from the aggregate strategy returns shown, on account of the timing of their investment, subsequent inflows and withdrawals, the specific securities held in their portfolio, any restrictions they have imposed on the mandate, and the fee option they have chosen.
Aggregate returns include the performance of client portfolios that have since been closed, for the period during which they were managed. Where a strategy has been in existence for less than a stated period, no return is shown for that period.
Benchmark returns are trailing total returns of the index prescribed by APMI for the relevant strategy category, sourced from the index provider. Benchmark indices are unmanaged, do not bear fees or expenses, and cannot be invested in directly.
Investments in securities are subject to market risks. Read all related documents carefully before investing. There is no assurance or guarantee that the objectives of any strategy will be achieved.