ArthAlpha Signature Wealth
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.11%
- 3M
- 0.00%
- 6M
- +0.12%
- 9M
- —
- 1Y
- +3.76%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +4.81%
- Strategy AUM
- ₹12 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.11% | −0.17% | +1.28% |
| 3 Months | +0.00% | −2.34% | +2.34% |
| 6 Months | +0.12% | −5.39% | +5.51% |
| 1 Year | +3.76% | −0.07% | +3.83% |
| 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 | +4.81% | +7.55% | −2.74% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.11% | −0.17% | +1.28% |
| Apr-2026 | +8.02% | +10.38% | −2.36% |
| Mar-2026 | −8.45% | −5.90% | −2.55% |
| Feb-2026 | +2.12% | +0.58% | +1.54% |
| Jan-2026 | −1.84% | −1.16% | −0.68% |
| Dec-2025 | −0.07% | +0.10% | −0.17% |
| Nov-2025 | +0.10% | +0.78% | −0.68% |
| Oct-2025 | +2.90% | +2.55% | +0.35% |
| Sep-2025 | +0.74% | +1.53% | −0.79% |
| Aug-2025 | −0.48% | −0.50% | +0.02% |
| Jul-2025 | −1.54% | −0.93% | −0.61% |
| Jun-2025 | +1.93% | +2.41% | −0.48% |
| May-2025 | +0.92% | +2.41% | −1.49% |
Strategy Details
APMI fact sheet
- Inception
- 20 Mar 2025
- Age
- 1.2 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 2.35×
- Turnover (1M)
- 0.30×
- Product
- Equity,Mutual Fund,Plain Debt
as of 31 May 2026
Asset classes
Investment objective
The primary aim of this approach is to maximize risk-adjusted returns by allocating across range of asset class through a systematic approach
Fund Managers
1 manager
Name
Rohit Beri
Experience
22.00 years
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
- ArthAlpha LLP
- Strategy
- ArthAlpha Signature Wealth
- 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.