Chanakya Multi-Cap
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.40%
- 3M
- -2.88%
- 6M
- +0.94%
- 9M
- —
- 1Y
- +9.06%
- 2Y
- +12.08%
- 3Y
- +19.60%
- 4Y
- +21.51%
- 5Y
- +18.60%
- Since Inception
- +15.55%
- Strategy AUM
- ₹326 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.40% | −1.72% | +3.12% |
| 3 Months | −2.88% | −6.30% | +3.42% |
| 6 Months | +0.94% | −9.87% | +10.81% |
| 1 Year | +9.06% | −3.84% | +12.90% |
| 2 Years | +12.08% | +3.35% | +8.73% |
| 3 Years | +19.60% | +9.53% | +10.07% |
| 4 Years | +21.51% | +10.37% | +11.14% |
| 5 Years | +18.60% | +9.87% | +8.73% |
| Since Inception | +15.55% | +10.98% | +4.57% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.40% | −1.72% | +3.12% |
| Apr-2026 | +12.76% | +7.49% | +5.27% |
| Mar-2026 | −15.06% | −11.30% | −3.76% |
| Feb-2026 | +3.11% | −0.51% | +3.62% |
| Jan-2026 | −0.16% | −3.04% | +2.88% |
| Dec-2025 | +0.96% | −0.28% | +1.24% |
| Nov-2025 | +1.13% | +1.92% | −0.79% |
| Oct-2025 | +6.79% | +4.62% | +2.17% |
| Sep-2025 | +3.65% | +0.77% | +2.88% |
| Aug-2025 | −3.71% | −1.21% | −2.50% |
| Jul-2025 | −4.48% | −2.77% | −1.71% |
| Jun-2025 | +4.94% | +3.37% | +1.57% |
| May-2025 | +6.57% | +1.92% | +4.65% |
Strategy Details
APMI fact sheet
- Inception
- 13 Aug 2018
- Age
- 7.9 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.07×
- Turnover (1M)
- 0.01×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
We study the mind of the management. Our focus is on weaving qualitative aspects of business into discounted cash flow valuation. We do not invest in a company if there is insufficent margin of safety, no matter how much 'great' it seems on the outside.
Fund Managers
1 manager
Name
DR.Rajesh Kumar Tiwari
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC Charge: 1.5%
- Variable fees
- Hurdle: 8% Profit sharing: 20%
- Exit load
- Not disclosed
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
- Chanakya Capital Services Private Limited
- Strategy
- Chanakya Multi-Cap
- Benchmark
- Nifty 50 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.