Emerging Opportunities Strategy
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.50%
- 3M
- +1.56%
- 6M
- -4.69%
- 9M
- —
- 1Y
- +1.10%
- 2Y
- +9.78%
- 3Y
- +20.31%
- 4Y
- +24.99%
- 5Y
- +26.52%
- Since Inception
- +36.71%
- Strategy AUM
- ₹174 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.50% | −0.17% | −0.33% |
| 3 Months | +1.56% | −2.34% | +3.90% |
| 6 Months | −4.69% | −5.39% | +0.70% |
| 1 Year | +1.10% | −0.07% | +1.17% |
| 2 Years | +9.78% | +4.14% | +5.64% |
| 3 Years | +20.31% | +13.46% | +6.85% |
| 4 Years | +24.99% | +13.31% | +11.68% |
| 5 Years | +26.52% | +12.29% | +14.23% |
| Since Inception | +36.71% | +16.21% | +20.50% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.50% | −0.17% | −0.33% |
| Apr-2026 | +15.17% | +10.38% | +4.79% |
| Mar-2026 | −11.38% | −11.37% | −0.01% |
| Feb-2026 | −2.78% | +0.45% | −3.23% |
| Jan-2026 | −2.78% | −3.34% | +0.56% |
| Dec-2025 | −0.70% | −0.24% | −0.46% |
| Nov-2025 | −2.57% | +0.96% | −3.53% |
| Oct-2025 | +5.06% | +4.27% | +0.79% |
| Sep-2025 | +0.97% | +1.24% | −0.27% |
| Aug-2025 | −0.73% | −1.75% | +1.02% |
| Jul-2025 | −1.18% | −2.71% | +1.53% |
| Jun-2025 | +4.62% | +3.68% | +0.94% |
| May-2025 | +7.80% | +3.54% | +4.26% |
Strategy Details
APMI fact sheet
- Inception
- 13 Nov 2020
- Age
- 5.6 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.42×
- Turnover (1M)
- 0.04×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Generate consistent long-term wealth
Fund Managers
1 manager
Name
SATISH KANTHETI
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
- Zen Wealth Management Services Ltd
- Strategy
- Emerging Opportunities Strategy
- 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.