Alphaa Focused Small-Cap Portfolio
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -1.70%
- 3M
- +1.66%
- 6M
- -4.12%
- 9M
- —
- 1Y
- -6.51%
- 2Y
- -0.72%
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +10.90%
- Strategy AUM
- ₹15 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −1.70% | −1.72% | +0.02% |
| 3 Months | +1.66% | −6.30% | +7.96% |
| 6 Months | −4.12% | −9.87% | +5.75% |
| 1 Year | −6.51% | −3.84% | −2.67% |
| 2 Years | −0.72% | +3.35% | −4.07% |
| 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 | +10.90% | +7.57% | +3.33% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −1.70% | −1.72% | +0.02% |
| Apr-2026 | +16.60% | +7.49% | +9.11% |
| Mar-2026 | −11.30% | −11.30% | +0.00% |
| Feb-2026 | +1.28% | −0.51% | +1.79% |
| Jan-2026 | −5.92% | −3.04% | −2.88% |
| Dec-2025 | −1.02% | −0.28% | −0.74% |
| Nov-2025 | −4.63% | +1.92% | −6.55% |
| Oct-2025 | +3.61% | +4.62% | −1.01% |
| Sep-2025 | −0.61% | +0.77% | −1.38% |
| Aug-2025 | −2.97% | −1.21% | −1.76% |
| Jul-2025 | −2.25% | −2.77% | +0.52% |
| Jun-2025 | +4.68% | +3.37% | +1.31% |
| May-2025 | +7.51% | +1.92% | +5.59% |
Strategy Details
APMI fact sheet
- Inception
- 01 Aug 2023
- Age
- 2.10 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.70×
- Turnover (1M)
- 0.09×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The objective of the Fund is to generate long-term capitalappreciation from a portfolio of Equity and Equity related securities. The fund will invest predominantly in Small-cap stocks as per AMFIâ??s classification of Small-cap.
Fund Managers
1 manager
Name
Jyoti Prakash
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
- PRP Edge Wealth Pvt Ltd
- Strategy
- Alphaa Focused Small-Cap Portfolio
- 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.