ACTIVEALPHAMC
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +5.31%
- 3M
- +12.71%
- 6M
- +2.54%
- 9M
- —
- 1Y
- +4.05%
- 2Y
- +1.80%
- 3Y
- +26.03%
- 4Y
- +28.73%
- 5Y
- +24.23%
- Since Inception
- +25.98%
- Strategy AUM
- ₹457 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +5.31% | −0.17% | +5.48% |
| 3 Months | +12.71% | −2.34% | +15.05% |
| 6 Months | +2.54% | −5.39% | +7.93% |
| 1 Year | +4.05% | −0.07% | +4.12% |
| 2 Years | +1.80% | +4.14% | −2.34% |
| 3 Years | +26.03% | +13.46% | +12.57% |
| 4 Years | +28.73% | +13.31% | +15.42% |
| 5 Years | +24.23% | +12.29% | +11.94% |
| Since Inception | +25.98% | +14.09% | +11.89% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +5.31% | −0.17% | +5.48% |
| Apr-2026 | +18.55% | +10.38% | +8.17% |
| Mar-2026 | −9.72% | −11.37% | +1.65% |
| Feb-2026 | +5.11% | +0.45% | +4.66% |
| Jan-2026 | −8.90% | −3.34% | −5.56% |
| Dec-2025 | −5.00% | −0.24% | −4.76% |
| Nov-2025 | −0.14% | +0.96% | −1.10% |
| Oct-2025 | +5.20% | +4.27% | +0.93% |
| Sep-2025 | +0.35% | +1.24% | −0.89% |
| Aug-2025 | −5.31% | −1.75% | −3.56% |
| Jul-2025 | +0.76% | −2.71% | +3.47% |
| Jun-2025 | +0.89% | +3.68% | −2.79% |
| May-2025 | +13.48% | +3.54% | +9.94% |
Strategy Details
APMI fact sheet
- Inception
- 13 Apr 2021
- Age
- 5.1 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 1.16×
- Turnover (1M)
- 0.25×
- Product
- Derivatives,Equity,Mutual Fund
as of 31 May 2026
Asset classes
Investment objective
This investment approach will seek to create a portfolio by making investments in listedsecurities on basis of a systematic selection model with various parameters. The investment approach will entail anactive investment strategy with a diversified portfolio.
Fund Managers
1 manager
Name
M Prabhkar Kudva
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC Charges : 2.50% Profit Sharing : Nil
- Variable fees
- AMC : 0.50% Hurdle : 10% Profit Sharing : 20%
- Exit load
- 1st Year : 3% 2nd Year : 2% 3rd Year : 1%
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
- Samvitti Capital Private Limited
- Strategy
- ACTIVEALPHAMC
- 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.