Aggressive Long Term Capital Appreciation
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.53%
- 3M
- +15.17%
- 6M
- +24.19%
- 9M
- —
- 1Y
- +43.34%
- 2Y
- +23.60%
- 3Y
- +30.02%
- 4Y
- +32.41%
- 5Y
- +25.58%
- Since Inception
- +21.23%
- Strategy AUM
- ₹202 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.53% | −1.72% | +1.19% |
| 3 Months | +15.17% | −6.30% | +21.47% |
| 6 Months | +24.19% | −9.87% | +34.06% |
| 1 Year | +43.34% | −3.84% | +47.18% |
| 2 Years | +23.60% | +3.35% | +20.25% |
| 3 Years | +30.02% | +9.53% | +20.49% |
| 4 Years | +32.41% | +10.37% | +22.04% |
| 5 Years | +25.58% | +9.87% | +15.71% |
| Since Inception | +21.23% | +12.18% | +9.05% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.53% | −1.72% | +1.19% |
| Apr-2026 | +29.59% | +7.49% | +22.10% |
| Mar-2026 | −10.65% | −11.30% | +0.65% |
| Feb-2026 | +12.82% | −0.51% | +13.33% |
| Jan-2026 | −1.22% | −3.04% | +1.82% |
| Dec-2025 | −3.25% | −0.28% | −2.97% |
| Nov-2025 | +2.33% | +1.92% | +0.41% |
| Oct-2025 | +8.13% | +4.62% | +3.51% |
| Sep-2025 | +2.45% | +0.77% | +1.68% |
| Aug-2025 | −0.93% | −1.21% | +0.28% |
| Jul-2025 | −2.43% | −2.77% | +0.34% |
| Jun-2025 | +5.33% | +3.37% | +1.96% |
| May-2025 | +16.14% | +1.92% | +14.22% |
Strategy Details
APMI fact sheet
- Inception
- 12 Nov 2012
- Age
- 13.6 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.05×
- Turnover (1M)
- 0.00×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Aggressive Long Term Growth
Fund Managers
1 manager
Name
MILIND KARMARKAR
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC Change : 0.06%
- Variable fees
- Not disclosed
- Exit load
- Not disclosed
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
- Dalal & Broacha Stock Broking Pvt. Ltd.
- Strategy
- Aggressive Long Term Capital Appreciation
- Benchmark
- Nifty 50 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.