Ace Blue-chip
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.82%
- 3M
- -1.68%
- 6M
- -5.09%
- 9M
- —
- 1Y
- +3.88%
- 2Y
- +4.09%
- 3Y
- +18.88%
- 4Y
- +17.13%
- 5Y
- +15.73%
- Since Inception
- +12.43%
- Strategy AUM
- ₹4 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.82% | −0.17% | −0.65% |
| 3 Months | −1.68% | −2.34% | +0.66% |
| 6 Months | −5.09% | −5.39% | +0.30% |
| 1 Year | +3.88% | −0.07% | +3.95% |
| 2 Years | +4.09% | +4.14% | −0.05% |
| 3 Years | +18.88% | +13.47% | +5.41% |
| 4 Years | +17.13% | +13.31% | +3.82% |
| 5 Years | +15.73% | +12.29% | +3.44% |
| Since Inception | +12.43% | +12.09% | +0.34% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 10 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.82% | −0.17% | −0.65% |
| Apr-2026 | +9.04% | +10.38% | −1.34% |
| Mar-2026 | −9.09% | −11.37% | +2.28% |
| Feb-2026 | +1.30% | +0.45% | +0.85% |
| Jan-2026 | −2.70% | −3.34% | +0.64% |
| Dec-2025 | −2.06% | −0.24% | −1.82% |
| Nov-2025 | +3.35% | +0.96% | +2.39% |
| Oct-2025 | +4.18% | +4.27% | −0.09% |
| Sep-2025 | +2.64% | +1.24% | +1.40% |
| May-2025 | +6.26% | +1.92% | +4.34% |
Strategy Details
APMI fact sheet
- Inception
- 29 Dec 2017
- Age
- 8.5 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.91×
- Turnover (1M)
- 0.12×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Wealth creation over long term.
Fund Managers
1 manager
Name
Prathmesh Agarwal
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Management Fee : 2.5%
- Variable fees
- Management Fee: 2% Hurdle: 8% Performance Fee: 20%
- Exit load
- 1st Year : 1% 2nd Year : Nil 3rd Year : Nil
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Asit C. Mehta Investment Interrmediates Ltd.
- Strategy
- Ace Blue-chip
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.