CORE EQUITY
Portfolio Management ServiceQED Capital Advisors LLPvs BSE 500 TRIAPMIInvestment approach
₹11 Cr
Strategy AUM
+0.84%
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.79%
- 3M
- -9.38%
- 6M
- -7.44%
- 9M
- —
- 1Y
- +0.84%
- 2Y
- -3.44%
- 3Y
- +11.05%
- 4Y
- —
- 5Y
- —
- Since Inception
- +8.44%
- Strategy AUM
- ₹11 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.79% | −0.17% | −0.62% |
| 3 Months | −9.38% | −2.34% | −7.04% |
| 6 Months | −7.44% | −5.39% | −2.05% |
| 1 Year | +0.84% | −0.07% | +0.91% |
| 2 Years | −3.44% | +4.14% | −7.58% |
| 3 Years | +11.05% | +13.46% | −2.41% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +8.44% | +12.30% | −3.86% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.79% | −0.17% | −0.62% |
| Apr-2026 | +2.89% | +10.38% | −7.49% |
| Mar-2026 | −11.23% | −11.37% | +0.14% |
| Feb-2026 | +1.73% | +0.45% | +1.28% |
| Jan-2026 | −0.76% | −3.34% | +2.58% |
| Dec-2025 | +1.18% | −0.24% | +1.42% |
| Nov-2025 | +3.15% | +0.96% | +2.19% |
| Oct-2025 | +2.98% | +4.27% | −1.29% |
| Sep-2025 | +2.24% | +1.24% | +1.00% |
| Aug-2025 | −0.84% | −1.75% | +0.91% |
| Jul-2025 | −2.07% | −2.71% | +0.64% |
| Jun-2025 | +3.31% | +3.68% | −0.37% |
| May-2025 | +1.03% | +3.54% | −2.51% |
Strategy Details
APMI fact sheet
- Inception
- 05 Aug 2022
- Age
- 3.10 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 2.43×
- Turnover (1M)
- 0.17×
- Product
- Equity
as of 31 May 2026
Asset classes
Equity
Investment objective
CAP APP
Fund Managers
1 manager
Name
ANISH TELI
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC Charge : 1%p.a.
- Variable fees
- 0%
- Exit load
- 1st Year : 3% 2nd Year : 2% 3rd Year : 1%
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
- QED Capital Advisors LLP
- Strategy
- CORE EQUITY
- 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.