ALMONDZ AIM MULTICAP INVESTMENT APPROACH
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +3.23%
- 3M
- +1.72%
- 6M
- -4.03%
- 9M
- —
- 1Y
- -4.78%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -8.99%
- Strategy AUM
- ₹6 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +3.23% | −0.17% | +3.40% |
| 3 Months | +1.72% | −2.34% | +4.06% |
| 6 Months | −4.03% | −5.39% | +1.36% |
| 1 Year | −4.78% | −0.07% | −4.71% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | −8.99% | −0.59% | −8.40% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +3.23% | −0.17% | +3.40% |
| Apr-2026 | +15.24% | +10.38% | +4.86% |
| Mar-2026 | −14.49% | −11.37% | −3.12% |
| Feb-2026 | −1.03% | +0.45% | −1.48% |
| Jan-2026 | −3.38% | −3.34% | −0.04% |
| Dec-2025 | −1.33% | −0.24% | −1.09% |
| Nov-2025 | −1.93% | +0.96% | −2.89% |
| Oct-2025 | +3.43% | +4.27% | −0.84% |
| Sep-2025 | +1.30% | +1.24% | +0.06% |
| Aug-2025 | −5.50% | −1.75% | −3.75% |
| Jul-2025 | −2.74% | −2.71% | −0.03% |
| Jun-2025 | +5.06% | +3.68% | +1.38% |
| May-2025 | +5.22% | +3.54% | +1.68% |
Strategy Details
APMI fact sheet
- Inception
- 07 Nov 2024
- Age
- 1.7 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.14×
- Turnover (1M)
- 0.00×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Investment objectives are to construct a diversified and balanced portfolio, aiming to achieve maximum returns and capital appreciation for our investors in the long term.
Fund Managers
1 manager
Name
MANGESH ASHOK KULKARNI
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- MANAGMENT FEES UP TO 2.5% P.A
- Variable fees
- AMC 1.25% PA HURDLE 8% PERFORMACE FEE 10%
- Exit load
- WITHIN 1 YEAR - 3% BETWEEN 1-2 YEAR - 2% BETWEEN 2-3 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
- ALMONDZ FINANCIAL SERVICES LIMITED
- Strategy
- ALMONDZ AIM MULTICAP INVESTMENT APPROACH
- 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.