BB Curated Care
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.23%
- 3M
- -2.09%
- 6M
- -2.11%
- 9M
- —
- 1Y
- +4.70%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +5.60%
- Strategy AUM
- ₹1 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.23% | −0.17% | +0.40% |
| 3 Months | −2.09% | −2.34% | +0.25% |
| 6 Months | −2.11% | −5.39% | +3.28% |
| 1 Year | +4.70% | −0.07% | +4.77% |
| 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 | +5.60% | +2.79% | +2.81% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.23% | −0.17% | +0.40% |
| Apr-2026 | +8.16% | +10.38% | −2.22% |
| Mar-2026 | −9.69% | −11.37% | +1.68% |
| Feb-2026 | +1.64% | +0.45% | +1.19% |
| Jan-2026 | −1.37% | −3.34% | +1.97% |
| Dec-2025 | −0.26% | −0.24% | −0.02% |
| Nov-2025 | +1.25% | +0.96% | +0.29% |
| Oct-2025 | +3.45% | +4.27% | −0.82% |
| Sep-2025 | +1.56% | +1.24% | +0.32% |
| Aug-2025 | −0.73% | −1.75% | +1.02% |
| Jul-2025 | −1.82% | −2.71% | +0.89% |
| Jun-2025 | +3.16% | +3.68% | −0.52% |
| May-2025 | +1.35% | +3.54% | −2.19% |
Strategy Details
APMI fact sheet
- Inception
- 30 Apr 2025
- Age
- 1.1 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.04×
- Turnover (1M)
- 0.00×
- Product
- Mutual Fund
as of 31 May 2026
Asset classes
Investment objective
Investment in ETF
Fund Managers
1 manager
Name
Ajay Khandelwal
Experience
25.00 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
- Bharat Bhushan Equity Traders Limited
- Strategy
- BB Curated Care
- 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.