Bloom
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -3.59%
- 3M
- -6.83%
- 6M
- -7.07%
- 9M
- —
- 1Y
- +0.58%
- 2Y
- +14.62%
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +14.77%
- Strategy AUM
- ₹7 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −3.59% | −0.17% | −3.42% |
| 3 Months | −6.83% | −2.34% | −4.49% |
| 6 Months | −7.07% | −5.39% | −1.68% |
| 1 Year | +0.58% | −0.07% | +0.65% |
| 2 Years | +14.62% | +4.14% | +10.48% |
| 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 | +14.77% | +4.19% | +10.58% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −3.59% | −0.17% | −3.42% |
| Apr-2026 | +2.07% | +10.38% | −8.31% |
| Mar-2026 | −5.32% | −11.37% | +6.05% |
| Feb-2026 | −0.20% | +0.45% | −0.65% |
| Jan-2026 | −0.34% | −3.34% | +3.00% |
| Dec-2025 | +0.28% | −0.24% | +0.52% |
| Nov-2025 | +2.10% | +0.96% | +1.14% |
| Oct-2025 | +4.16% | +4.27% | −0.11% |
| Sep-2025 | +2.31% | +1.24% | +1.07% |
| Aug-2025 | +0.15% | −1.75% | +1.90% |
| Jul-2025 | −1.47% | −2.71% | +1.24% |
| Jun-2025 | +0.81% | +3.68% | −2.87% |
| May-2025 | +0.95% | +3.54% | −2.59% |
Strategy Details
APMI fact sheet
- Inception
- 03 May 2024
- Age
- 2.1 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 1.45×
- Turnover (1M)
- 0.09×
- Product
- Equity,Derivatives,Mutual Fund,Others
as of 31 May 2026
Asset classes
Investment objective
The strategy aims to generate superior long-term risk-adjusted returns by investing in various assets using proprietary qualitative and quantitative factors.
Fund Managers
1 manager
Name
Ashwin Agarwal
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
- Wave Asset Private Limited
- Strategy
- Bloom
- 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.