ALL WEATHER.
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.88%
- 3M
- -2.90%
- 6M
- +0.96%
- 9M
- —
- 1Y
- -3.28%
- 2Y
- +3.12%
- 3Y
- +20.85%
- 4Y
- +16.37%
- 5Y
- +14.00%
- Since Inception
- +14.52%
- Strategy AUM
- ₹14 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.88% | −0.17% | +2.05% |
| 3 Months | −2.90% | −2.34% | −0.56% |
| 6 Months | +0.96% | −5.39% | +6.35% |
| 1 Year | −3.28% | −0.07% | −3.21% |
| 2 Years | +3.12% | +4.14% | −1.02% |
| 3 Years | +20.85% | +13.47% | +7.38% |
| 4 Years | +16.37% | +13.31% | +3.06% |
| 5 Years | +14.00% | +12.29% | +1.71% |
| Since Inception | +14.52% | +14.90% | −0.38% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.88% | −0.17% | +2.05% |
| Apr-2026 | +8.78% | +10.38% | −1.60% |
| Mar-2026 | −12.38% | −11.37% | −1.01% |
| Feb-2026 | +3.71% | +0.45% | +3.26% |
| Jan-2026 | +0.39% | −3.34% | +3.73% |
| Dec-2025 | −0.13% | −0.24% | +0.11% |
| Nov-2025 | −0.80% | +0.96% | −1.76% |
| Oct-2025 | +1.11% | +4.27% | −3.16% |
| Sep-2025 | −1.81% | +1.24% | −3.05% |
| Aug-2025 | −2.97% | −1.75% | −1.22% |
| Jul-2025 | −4.66% | −2.71% | −1.95% |
| Jun-2025 | +5.14% | +3.68% | +1.46% |
| May-2025 | +4.22% | +3.54% | +0.68% |
Strategy Details
APMI fact sheet
- Inception
- 26 Dec 2019
- Age
- 6.5 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 2.29×
- Turnover (1M)
- 0.00×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Smart Beta based strategy
Fund Managers
1 manager
Name
Ankit Doshi
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- Not disclosed
- Exit load
- Not disclosed
APMI does not publish a fee schedule for this strategy — confirm fees with the portfolio manager.
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
- Cosmea Portfolio Management Private Limited
- Strategy
- ALL WEATHER.
- 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.