Allegro - High Growth
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +4.00%
- 3M
- +3.69%
- 6M
- -0.70%
- 9M
- —
- 1Y
- +4.16%
- 2Y
- +6.02%
- 3Y
- +11.19%
- 4Y
- +11.85%
- 5Y
- +10.53%
- Since Inception
- +11.34%
- Strategy AUM
- ₹8 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +4.00% | −1.72% | +5.72% |
| 3 Months | +3.69% | −6.30% | +9.99% |
| 6 Months | −0.70% | −9.87% | +9.17% |
| 1 Year | +4.16% | −3.84% | +8.00% |
| 2 Years | +6.02% | +3.35% | +2.67% |
| 3 Years | +11.19% | +9.52% | +1.67% |
| 4 Years | +11.85% | +10.36% | +1.49% |
| 5 Years | +10.53% | +9.87% | +0.66% |
| Since Inception | +11.34% | +11.09% | +0.25% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +4.00% | −1.72% | +5.72% |
| Apr-2026 | +13.68% | +7.49% | +6.19% |
| Mar-2026 | −12.29% | −11.30% | −0.99% |
| Feb-2026 | −0.13% | −0.51% | +0.38% |
| Jan-2026 | −3.34% | −3.04% | −0.30% |
| Dec-2025 | −0.78% | −0.28% | −0.50% |
| Nov-2025 | −3.52% | +1.92% | −5.44% |
| Oct-2025 | +1.22% | +4.62% | −3.40% |
| Sep-2025 | −1.38% | +0.77% | −2.15% |
| Aug-2025 | −3.04% | −1.21% | −1.83% |
| Jul-2025 | +6.41% | −2.77% | +9.18% |
| Jun-2025 | +5.56% | +3.37% | +2.19% |
| May-2025 | +2.32% | +1.92% | +0.40% |
Strategy Details
APMI fact sheet
- Inception
- 31 Jul 2010
- Age
- 15.10 Years
- Min. investment
- ₹5,00,000
- Turnover (1Y)
- 0.77×
- Turnover (1M)
- 0.00×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Long Term Capital Appreciation through equities investments
Fund Managers
1 manager
Name
Kunal Kashyap
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹5,00,000
- Fixed fees
- AMC Charge : 0
- Variable fees
- AMC : 1.5% or 2.5% Hurdle : 10% or 0% Profit Sharing : 20% or 0%
- 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
- Allegro Securities Pvt Ltd
- Strategy
- Allegro - High Growth
- 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.