Arth Long Term Owner's Approach
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +3.15%
- 3M
- +9.08%
- 6M
- +4.13%
- 9M
- —
- 1Y
- +1.88%
- 2Y
- -2.97%
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +3.75%
- Strategy AUM
- ₹36 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +3.15% | −0.17% | +3.32% |
| 3 Months | +9.08% | −2.34% | +11.42% |
| 6 Months | +4.13% | −5.39% | +9.52% |
| 1 Year | +1.88% | −0.07% | +1.95% |
| 2 Years | −2.97% | +4.14% | −7.11% |
| 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 | +3.75% | +5.85% | −2.10% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +3.15% | −0.17% | +3.32% |
| Apr-2026 | +23.99% | +10.38% | +13.61% |
| Mar-2026 | −14.72% | −11.37% | −3.35% |
| Feb-2026 | −2.13% | +0.45% | −2.58% |
| Jan-2026 | −1.54% | −3.34% | +1.80% |
| Dec-2025 | −0.93% | −0.24% | −0.69% |
| Nov-2025 | −4.57% | +0.96% | −5.53% |
| Oct-2025 | +2.23% | +4.27% | −2.04% |
| Sep-2025 | +4.61% | +1.24% | +3.37% |
| Aug-2025 | −1.97% | −1.75% | −0.22% |
| Jul-2025 | −3.40% | −2.71% | −0.69% |
| Jun-2025 | +1.24% | +3.68% | −2.44% |
| May-2025 | +4.16% | +3.54% | +0.62% |
Strategy Details
APMI fact sheet
- Inception
- 01 Apr 2024
- Age
- 2.2 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.56×
- Turnover (1M)
- 0.03×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Investing with a business-owner like mindset and adopting a long-term focused investment philosophy towards wealth creation.
Fund Managers
1 manager
Name
Niraj Bardia
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- NIL
- Variable fees
- AMC: 0.25% Hurdle: 10% Profit Sharing: 25%
- Exit load
- NIL
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
- Arth Portfolio Management Private Limited
- Strategy
- Arth Long Term Owner's 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.