Alpha Multi Asset.
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -1.91%
- 3M
- -0.57%
- 6M
- -16.35%
- 9M
- —
- 1Y
- 0.00%
- 2Y
- -6.81%
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -5.03%
- Strategy AUM
- ₹2 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −1.91% | −0.17% | −1.74% |
| 3 Months | −0.57% | −2.34% | +1.77% |
| 6 Months | −16.35% | −5.39% | −10.96% |
| 1 Year | +0.00% | +0.00% | +0.00% |
| 2 Years | −6.81% | +4.14% | −10.95% |
| 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 | −5.03% | +7.08% | −12.11% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −1.91% | −0.17% | −1.74% |
| Apr-2026 | +10.88% | +10.38% | +0.50% |
| Mar-2026 | −8.59% | −11.37% | +2.78% |
| Feb-2026 | −0.84% | +0.45% | −1.29% |
| Jan-2026 | −13.27% | −3.34% | −9.93% |
| Dec-2025 | −2.18% | −0.24% | −1.94% |
| Nov-2025 | +0.96% | +0.96% | +0.00% |
| Oct-2025 | +0.00% | +0.00% | +0.00% |
| Sep-2025 | +0.00% | +0.00% | +0.00% |
| Aug-2025 | +0.00% | +0.00% | +0.00% |
| Jul-2025 | +0.00% | +0.00% | +0.00% |
| Jun-2025 | +0.00% | +0.00% | +0.00% |
| May-2025 | +0.00% | +0.00% | +0.00% |
Strategy Details
APMI fact sheet
- Inception
- 01 Jan 2024
- Age
- 2.5 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.00×
- Turnover (1M)
- 0.00×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Long Term Weath creation
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
- Alpha Multi Asset.
- 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.