ACTIVE
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +13.12%
- 3M
- +17.92%
- 6M
- +1.96%
- 9M
- —
- 1Y
- +0.58%
- 2Y
- +0.73%
- 3Y
- +20.66%
- 4Y
- +20.49%
- 5Y
- +19.08%
- Since Inception
- +22.15%
- Strategy AUM
- ₹9 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +13.12% | −0.28% | +13.40% |
| 3 Months | +17.92% | −2.49% | +20.41% |
| 6 Months | +1.96% | −5.61% | +7.57% |
| 1 Year | +0.58% | −1.11% | +1.69% |
| 2 Years | +0.73% | +3.06% | −2.33% |
| 3 Years | +20.66% | +12.21% | +8.45% |
| 4 Years | +20.49% | +12.00% | +8.49% |
| 5 Years | +19.08% | +10.96% | +8.12% |
| Since Inception | +22.15% | +12.65% | +9.50% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +13.12% | −0.28% | +13.40% |
| Apr-2026 | +19.28% | +8.23% | +11.05% |
| Mar-2026 | −12.61% | −11.40% | −1.21% |
| Feb-2026 | −2.64% | +2.42% | −5.06% |
| Jan-2026 | −9.90% | −3.50% | −6.40% |
| Dec-2025 | −1.24% | −0.22% | −1.02% |
| Nov-2025 | −0.55% | +0.86% | −1.41% |
| Oct-2025 | +4.03% | +3.33% | +0.70% |
| Sep-2025 | −1.37% | +0.10% | −1.47% |
| Aug-2025 | −0.14% | −0.87% | +0.73% |
| Jul-2025 | −2.64% | −2.86% | +0.22% |
| Jun-2025 | −0.38% | +3.43% | −3.81% |
| May-2025 | +12.20% | +3.39% | +8.81% |
Strategy Details
APMI fact sheet
- Inception
- 04 Jul 2012
- Age
- 13.11 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.34×
- Turnover (1M)
- 0.02×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The objective is to actively capture trading oppurtunity for period of 3-4 months, targeting return for about 20-25%.
Fund Managers
1 manager
Name
ROHAN GHALLA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC Charge 1.25-2%
- Variable fees
- Not disclosed
- Exit load
- 0-2Year-2%
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
- Ghalla Bhansali Stock Brokers Pvt Ltd
- Strategy
- ACTIVE
- 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.