Avestha Growth
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.39%
- 3M
- +9.19%
- 6M
- -0.24%
- 9M
- —
- 1Y
- -3.83%
- 2Y
- +10.18%
- 3Y
- +14.35%
- 4Y
- +18.09%
- 5Y
- +18.75%
- Since Inception
- +15.90%
- Strategy AUM
- ₹1,430 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.39% | −0.17% | +1.56% |
| 3 Months | +9.19% | −2.34% | +11.53% |
| 6 Months | −0.24% | −5.39% | +5.15% |
| 1 Year | −3.83% | −0.07% | −3.76% |
| 2 Years | +10.18% | +4.14% | +6.04% |
| 3 Years | +14.35% | +13.46% | +0.89% |
| 4 Years | +18.09% | +13.31% | +4.78% |
| 5 Years | +18.75% | +12.29% | +6.46% |
| Since Inception | +15.90% | +12.31% | +3.59% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.39% | −0.17% | +1.56% |
| Apr-2026 | +21.23% | +10.38% | +10.85% |
| Mar-2026 | −11.17% | −11.37% | +0.20% |
| Feb-2026 | −0.11% | +0.45% | −0.56% |
| Jan-2026 | −6.41% | −3.34% | −3.07% |
| Dec-2025 | −2.27% | −0.24% | −2.03% |
| Nov-2025 | −0.81% | +0.96% | −1.77% |
| Oct-2025 | +6.44% | +4.27% | +2.17% |
| Sep-2025 | −1.14% | +1.24% | −2.38% |
| Aug-2025 | −8.06% | −1.75% | −6.31% |
| Jul-2025 | −2.92% | −2.71% | −0.21% |
| Jun-2025 | +3.48% | +3.68% | −0.20% |
| May-2025 | +9.84% | +3.54% | +6.30% |
Strategy Details
APMI fact sheet
- Inception
- 01 Nov 2017
- Age
- 8.7 Years
- Min. investment
- ₹2,00,00,000
- Turnover (1Y)
- 0.29×
- Turnover (1M)
- 0.05×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Avestha Fund Managementâ??s investment objective is Long Term Wealth Creation through investment in quality stocks to capitalize on asymmetric risk-reward.
Fund Managers
1 manager
Name
Farokh Pandole
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹2,00,00,000
- Fixed fees
- 1%
- Variable fees
- 5% with High Water Mark
- Exit load
- No Exit Load
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
- Avestha Fund Management Llp
- Strategy
- Avestha Growth
- 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.