DMZ PARTNERS INHERITORS STRATEGY
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +2.95%
- 3M
- +1.69%
- 6M
- -4.86%
- 9M
- —
- 1Y
- +1.38%
- 2Y
- +15.49%
- 3Y
- +15.77%
- 4Y
- +14.75%
- 5Y
- +13.93%
- Since Inception
- +14.66%
- Strategy AUM
- ₹638 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +2.95% | −1.72% | +4.67% |
| 3 Months | +1.69% | −6.30% | +7.99% |
| 6 Months | −4.86% | −9.87% | +5.01% |
| 1 Year | +1.38% | −3.84% | +5.22% |
| 2 Years | +15.49% | +3.35% | +12.14% |
| 3 Years | +15.77% | +9.53% | +6.24% |
| 4 Years | +14.75% | +10.37% | +4.38% |
| 5 Years | +13.93% | +9.87% | +4.06% |
| Since Inception | +14.66% | +12.20% | +2.46% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +2.95% | −1.72% | +4.67% |
| Apr-2026 | +13.95% | +7.49% | +6.46% |
| Mar-2026 | −13.32% | −11.30% | −2.02% |
| Feb-2026 | +2.16% | −0.51% | +2.67% |
| Jan-2026 | −5.93% | −3.04% | −2.89% |
| Dec-2025 | −2.64% | −0.28% | −2.36% |
| Nov-2025 | −2.12% | +1.92% | −4.04% |
| Oct-2025 | +1.93% | +4.62% | −2.69% |
| Sep-2025 | +6.23% | +0.77% | +5.46% |
| Aug-2025 | +1.09% | −1.21% | +2.30% |
| Jul-2025 | −1.07% | −2.77% | +1.70% |
| Jun-2025 | +0.54% | +3.37% | −2.83% |
| May-2025 | +9.00% | +1.92% | +7.08% |
Strategy Details
APMI fact sheet
- Inception
- 20 Mar 2018
- Age
- 8.2 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.29×
- Turnover (1M)
- 0.00×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Our investment approach is based on the principles of value investing wherein the aim of capital appreciation is balanced with the objective of capital preservation. Our approach is focused on underlying business fundamentals related to the quality and nature of the business model, operating metrics, historical and expected profitability, balance sheet stability and quality of underlying cash flows. An additional overlay is quantitative and qualitative analysis of business & valuation in assessing whether such securities can be purchased at prices conducive to robust long-term returns. We seek for our portfolio companies to typify the characteristics of businesses that we would find worthy of ownership over decadal timeframes. In keeping with that ambition, we have titled our approach, the "DMZ Partners Inheritors Strategy". The objective of the investment approach is to attempt to create superior wealth-creation outcomes for our clients by investing in a concentrated portfolio of high-quality businesses over unusually long periods of time. The factors we seek in underlying portfolio companies include, Understandability & Requisite Domain Expertise, Strong Economic Moats & Competitive Advantages, Prudent Capital Allocation Track Records, High Scalability, Resilience & High-Quality Management/ Promoters. The confluence of the above factors when found at rational prices, will be identified for investment. The investment approach will be concentrated in nature, usually comprising of less than 15 investments and may have substantial concentration to specific securities, sectors and industries as per the discretion of the portfolio manager. The approach is suitable for investors with a multi-decade time-horizon and high risk-appetite due to the stock-specific and sector-specific concentration implied in the investment approach.
Fund Managers
1 manager
Name
SOUMIL SANJAY ZAVERI
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
- DMZ Partners Investment Management LLP
- Strategy
- DMZ PARTNERS INHERITORS STRATEGY
- 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.