AMALTAS KEYSTONE FUND
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +14.11%
- 3M
- +31.81%
- 6M
- +22.00%
- 9M
- —
- 1Y
- +22.41%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +15.83%
- Strategy AUM
- ₹55 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +14.11% | −0.17% | +14.28% |
| 3 Months | +31.81% | −2.34% | +34.15% |
| 6 Months | +22.00% | −5.39% | +27.39% |
| 1 Year | +22.41% | −0.07% | +22.48% |
| 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 | +15.83% | +3.78% | +12.05% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +14.11% | −0.17% | +14.28% |
| Apr-2026 | +26.97% | +10.38% | +16.59% |
| Mar-2026 | −9.02% | −11.37% | +2.35% |
| Feb-2026 | +1.23% | +0.45% | +0.78% |
| Jan-2026 | −5.69% | −3.34% | −2.35% |
| Dec-2025 | −3.05% | −0.24% | −2.81% |
| Nov-2025 | +1.16% | +0.96% | +0.20% |
| Oct-2025 | +1.76% | +4.27% | −2.51% |
| Sep-2025 | −0.56% | +1.24% | −1.80% |
| Aug-2025 | −7.31% | −1.75% | −5.56% |
| Jul-2025 | +0.39% | −2.71% | +3.10% |
| Jun-2025 | +5.35% | +3.68% | +1.67% |
| May-2025 | +10.61% | +3.54% | +7.07% |
Strategy Details
APMI fact sheet
- Inception
- 06 Dec 2024
- Age
- 1.6 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.95×
- Turnover (1M)
- 0.05×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Identify sectors going through a business downcycle and are relatively undervalued. This is a value strategy that focuses on risk management and outperformance by buying stocks at a price that offers significant margin of safety
Fund Managers
1 manager
Name
Chaitanya Deepak Shah
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- AMC : 0-1.5% Hurdle - 8-12% Profit share: 15%-20%
- Exit load
- 1st year: 3% 2nd year: 0% 3rs year: 0%
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
- Amaltas Asset Management LLP
- Strategy
- AMALTAS KEYSTONE FUND
- 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.