EMERGING LEADERS
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +11.21%
- 3M
- +15.16%
- 6M
- +18.60%
- 9M
- —
- 1Y
- +5.35%
- 2Y
- +12.41%
- 3Y
- +11.43%
- 4Y
- —
- 5Y
- —
- Since Inception
- +11.91%
- Strategy AUM
- ₹96 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +11.21% | −0.17% | +11.38% |
| 3 Months | +15.16% | −2.34% | +17.50% |
| 6 Months | +18.60% | −5.39% | +23.99% |
| 1 Year | +5.35% | −0.07% | +5.42% |
| 2 Years | +12.41% | +4.14% | +8.27% |
| 3 Years | +11.43% | +13.46% | −2.03% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +11.91% | +15.03% | −3.12% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +11.21% | −0.17% | +11.38% |
| Apr-2026 | +22.26% | +10.38% | +11.88% |
| Mar-2026 | −15.30% | −11.37% | −3.93% |
| Feb-2026 | +9.36% | +0.45% | +8.91% |
| Jan-2026 | −3.94% | −3.34% | −0.60% |
| Dec-2025 | −1.97% | −0.24% | −1.73% |
| Nov-2025 | −6.59% | +0.96% | −7.55% |
| Oct-2025 | −1.19% | +4.27% | −5.46% |
| Sep-2025 | −0.02% | +1.24% | −1.26% |
| Aug-2025 | −4.08% | −1.75% | −2.33% |
| Jul-2025 | −2.75% | −2.71% | −0.04% |
| Jun-2025 | +3.19% | +3.68% | −0.49% |
| May-2025 | +7.33% | +3.54% | +3.79% |
Strategy Details
APMI fact sheet
- Inception
- 26 Apr 2023
- Age
- 3.1 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.24×
- Turnover (1M)
- 0.02×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To invest in companies that are primarily small & micro-cap who are on the path to becoming leaders.
Fund Managers
1 manager
Name
MANISH GUPTA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- NIL
- Variable fees
- AMC CHARGE 1% 12.% PRE TAX HURDLE 20%/17.5%/15% PROFIT SHARING ABOVE HURDLE RATE
- 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
- Solidarity Advisors Private Limited
- Strategy
- EMERGING LEADERS
- 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.