Diversified
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.70%
- 3M
- +8.59%
- 6M
- -8.52%
- 9M
- —
- 1Y
- +4.20%
- 2Y
- +17.17%
- 3Y
- +38.05%
- 4Y
- +32.86%
- 5Y
- +26.57%
- Since Inception
- +22.22%
- Strategy AUM
- ₹489 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.70% | −0.17% | +0.87% |
| 3 Months | +8.59% | −2.34% | +10.93% |
| 6 Months | −8.52% | −5.39% | −3.13% |
| 1 Year | +4.20% | −0.07% | +4.27% |
| 2 Years | +17.17% | +4.14% | +13.03% |
| 3 Years | +38.05% | +13.47% | +24.58% |
| 4 Years | +32.86% | +13.31% | +19.55% |
| 5 Years | +26.57% | +12.29% | +14.28% |
| Since Inception | +22.22% | +14.56% | +7.66% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.70% | −0.17% | +0.87% |
| Apr-2026 | +27.50% | +10.38% | +17.12% |
| Mar-2026 | −15.46% | −11.37% | −4.09% |
| Feb-2026 | −0.04% | +0.45% | −0.49% |
| Jan-2026 | −10.52% | −3.34% | −7.18% |
| Dec-2025 | −5.82% | −0.24% | −5.58% |
| Nov-2025 | −3.29% | +0.96% | −4.25% |
| Oct-2025 | +0.75% | +4.27% | −3.52% |
| Sep-2025 | +5.19% | +1.24% | +3.95% |
| Aug-2025 | +0.85% | −1.75% | +2.60% |
| Jul-2025 | +4.88% | −2.71% | +7.59% |
| Jun-2025 | +5.10% | +3.68% | +1.42% |
| May-2025 | +10.83% | +3.54% | +7.29% |
Strategy Details
APMI fact sheet
- Inception
- 01 Nov 2018
- Age
- 7.7 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 1.44×
- Turnover (1M)
- 0.08×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The objective of this service to provide the Client with a structure that can achieve preservation and growth of its capital.
Fund Managers
1 manager
Name
Vijay Bharadia
Experience
20.00 years
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC Charge : 2%
- Variable fees
- AMC Charge 2% or Performance Fees 10% whichever is Higher
- 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
- Wallfort Fund Management Llp
- Strategy
- Diversified
- 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.