ALPHA
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -1.17%
- 3M
- -1.89%
- 6M
- -4.03%
- 9M
- —
- 1Y
- -10.25%
- 2Y
- -3.69%
- 3Y
- +6.65%
- 4Y
- +6.27%
- 5Y
- +4.40%
- Since Inception
- +8.23%
- Strategy AUM
- ₹0 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −1.17% | −0.17% | −1.00% |
| 3 Months | −1.89% | −2.34% | +0.45% |
| 6 Months | −4.03% | −5.39% | +1.36% |
| 1 Year | −10.25% | −0.07% | −10.18% |
| 2 Years | −3.69% | +4.14% | −7.83% |
| 3 Years | +6.65% | +13.46% | −6.81% |
| 4 Years | +6.27% | +13.31% | −7.04% |
| 5 Years | +4.40% | +12.29% | −7.89% |
| Since Inception | +8.23% | +14.72% | −6.49% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −1.17% | −0.17% | −1.00% |
| Apr-2026 | +10.30% | +10.38% | −0.08% |
| Mar-2026 | −10.00% | −11.37% | +1.37% |
| Feb-2026 | −0.48% | +0.45% | −0.93% |
| Jan-2026 | −0.81% | −3.34% | +2.53% |
| Dec-2025 | −0.91% | −0.24% | −0.67% |
| Nov-2025 | −2.83% | +0.96% | −3.79% |
| Oct-2025 | −1.04% | +4.27% | −5.31% |
| Sep-2025 | −4.23% | +1.24% | −5.47% |
| Aug-2025 | −3.87% | −1.75% | −2.12% |
| Jul-2025 | −0.52% | −2.71% | +2.19% |
| Jun-2025 | +4.32% | +3.68% | +0.64% |
| May-2025 | +5.59% | +3.54% | +2.05% |
Strategy Details
APMI fact sheet
- Inception
- 01 Feb 2014
- Age
- 12.4 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
capital appreciation
Fund Managers
1 manager
Name
Mr Karthik Athreya
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC : 2.5 %
- Variable fees
- AMC : 1.5% HURDLE RATE : 10% PERFORMANCE FEES : 20 %
- Exit load
- 1ST 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
- Sundaram Alternate Assets Limited
- Strategy
- ALPHA
- 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.