Ace Ten Trillion Opportunities
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +2.93%
- 3M
- +11.52%
- 6M
- +2.63%
- 9M
- —
- 1Y
- +6.50%
- 2Y
- +2.68%
- 3Y
- +28.66%
- 4Y
- +26.16%
- 5Y
- +23.21%
- Since Inception
- +17.91%
- Strategy AUM
- ₹10 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +2.93% | −0.17% | +3.10% |
| 3 Months | +11.52% | −2.34% | +13.86% |
| 6 Months | +2.63% | −5.39% | +8.02% |
| 1 Year | +6.50% | −0.07% | +6.57% |
| 2 Years | +2.68% | +4.14% | −1.46% |
| 3 Years | +28.66% | +13.47% | +15.19% |
| 4 Years | +26.16% | +13.31% | +12.85% |
| 5 Years | +23.21% | +12.29% | +10.92% |
| Since Inception | +17.91% | +12.09% | +5.82% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 10 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +2.93% | −0.17% | +3.10% |
| Apr-2026 | +19.12% | +10.38% | +8.74% |
| Mar-2026 | −9.05% | −11.37% | +2.32% |
| Feb-2026 | +1.03% | +0.45% | +0.58% |
| Jan-2026 | −4.76% | −3.34% | −1.42% |
| Dec-2025 | −4.35% | −0.24% | −4.11% |
| Nov-2025 | +0.77% | +0.96% | −0.19% |
| Oct-2025 | +5.43% | +4.27% | +1.16% |
| Sep-2025 | +0.87% | +1.24% | −0.37% |
| May-2025 | +9.53% | +1.92% | +7.61% |
Strategy Details
APMI fact sheet
- Inception
- 29 Dec 2017
- Age
- 8.5 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 1.63×
- Turnover (1M)
- 0.03×
- 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 Ten Trillion Opportunities
- 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.