EquiPoise Emerging Stars
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +4.19%
- 3M
- +5.34%
- 6M
- +1.59%
- 9M
- —
- 1Y
- -2.90%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -4.24%
- Strategy AUM
- ₹9 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +4.19% | −0.17% | +4.36% |
| 3 Months | +5.34% | −2.34% | +7.68% |
| 6 Months | +1.59% | −5.39% | +6.98% |
| 1 Year | −2.90% | −0.07% | −2.83% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | −4.24% | −1.95% | −2.29% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +4.19% | −0.17% | +4.36% |
| Apr-2026 | +16.33% | +10.38% | +5.95% |
| Mar-2026 | −13.10% | −11.37% | −1.73% |
| Feb-2026 | +0.98% | +0.45% | +0.53% |
| Jan-2026 | −4.58% | −3.34% | −1.24% |
| Dec-2025 | +0.09% | −0.24% | +0.33% |
| Nov-2025 | −2.03% | +0.96% | −2.99% |
| Oct-2025 | +1.22% | +4.27% | −3.05% |
| Sep-2025 | +2.76% | +1.24% | +1.52% |
| Aug-2025 | −4.48% | −1.75% | −2.73% |
| Jul-2025 | −4.05% | −2.71% | −1.34% |
| Jun-2025 | +2.34% | +3.68% | −1.34% |
| May-2025 | +7.95% | +3.54% | +4.41% |
Strategy Details
APMI fact sheet
- Inception
- 28 Aug 2024
- Age
- 1.9 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.36×
- Turnover (1M)
- 0.01×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To provide investors with opportunities for long-term growth in capital by curating a well-diversified portfolio of predominantly mid and smallcap companies.
Fund Managers
1 manager
Name
ASHISH A WAKANKAR
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC : 2.00%
- Variable fees
- AMC : 1.00% Performance Fee of 20%(without catch-up, subject to high watermark) with Hurdle rate above 10% p.a.
- Exit load
- 1st year: 3.00% of the amount redeemed 2nd year: 2.00% of the amount redeemed 3rd year: 1.00% of the amount redeemed
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
- EQUIPOISE CAPITAL MANAGEMENT PRIVATE LIMITED
- Strategy
- EquiPoise Emerging Stars
- 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.