Dynamic Research & Emerging Asset Management Strategy (DREAM)
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.37%
- 3M
- +4.25%
- 6M
- -1.19%
- 9M
- —
- 1Y
- -0.36%
- 2Y
- +7.35%
- 3Y
- +18.25%
- 4Y
- +18.50%
- 5Y
- +17.42%
- Since Inception
- +21.09%
- Strategy AUM
- ₹182 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.37% | −0.28% | +1.65% |
| 3 Months | +4.25% | −2.49% | +6.74% |
| 6 Months | −1.19% | −5.64% | +4.45% |
| 1 Year | −0.36% | −1.11% | +0.75% |
| 2 Years | +7.35% | +3.06% | +4.29% |
| 3 Years | +18.25% | +12.22% | +6.03% |
| 4 Years | +18.50% | +12.01% | +6.49% |
| 5 Years | +17.42% | +10.96% | +6.46% |
| Since Inception | +21.09% | +15.02% | +6.07% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.37% | −0.28% | +1.65% |
| Apr-2026 | +18.70% | +10.36% | +8.34% |
| Mar-2026 | −13.36% | −11.40% | −1.96% |
| Feb-2026 | +1.84% | +0.38% | +1.46% |
| Jan-2026 | −4.68% | −3.36% | −1.32% |
| Dec-2025 | −2.37% | −0.25% | −2.12% |
| Nov-2025 | +0.29% | +0.86% | −0.57% |
| Oct-2025 | +2.42% | +4.20% | −1.78% |
| Sep-2025 | +2.12% | +1.21% | +0.91% |
| Aug-2025 | −4.28% | −1.93% | −2.35% |
| Jul-2025 | −3.42% | −2.87% | −0.55% |
| Jun-2025 | +4.14% | +3.43% | +0.71% |
| May-2025 | +10.82% | +3.39% | +7.43% |
Strategy Details
APMI fact sheet
- Inception
- 04 Mar 2020
- Age
- 6.3 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.59×
- Turnover (1M)
- 0.04×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To generate wealth over long term by investing in fundamentally sound companies having good management.
Fund Managers
1 manager
Name
Mohit Nigam
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
- Hem Securities Limited
- Strategy
- Dynamic Research & Emerging Asset Management Strategy (DREAM)
- 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.