EquiPoise India Select
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.24%
- 3M
- -2.85%
- 6M
- -4.96%
- 9M
- —
- 1Y
- -1.27%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +1.00%
- Strategy AUM
- ₹18 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.24% | −0.17% | −0.07% |
| 3 Months | −2.85% | −2.34% | −0.51% |
| 6 Months | −4.96% | −5.39% | +0.43% |
| 1 Year | −1.27% | −0.07% | −1.20% |
| 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 | +1.00% | −1.51% | +2.51% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.24% | −0.17% | −0.07% |
| Apr-2026 | +8.27% | +10.38% | −2.11% |
| Mar-2026 | −10.06% | −11.37% | +1.31% |
| Feb-2026 | +0.73% | +0.45% | +0.28% |
| Jan-2026 | −2.46% | −3.34% | +0.88% |
| Dec-2025 | −0.43% | −0.24% | −0.19% |
| Nov-2025 | +0.66% | +0.96% | −0.30% |
| Oct-2025 | +3.38% | +4.27% | −0.89% |
| Sep-2025 | +1.08% | +1.24% | −0.16% |
| Aug-2025 | −1.17% | −1.75% | +0.58% |
| Jul-2025 | −2.01% | −2.71% | +0.70% |
| Jun-2025 | +1.99% | +3.68% | −1.69% |
| May-2025 | +2.45% | +3.54% | −1.09% |
Strategy Details
APMI fact sheet
- Inception
- 24 Aug 2024
- Age
- 1.9 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 1.00×
- Turnover (1M)
- 0.08×
- Product
- Mutual Fund
as of 31 May 2026
Asset classes
Investment objective
To provide investors with opportunities to capture the upside by investing predominantly in Equity Mutual Funds to offer wealth creation opportunities. In case the Portfolio Manager believes the risk-reward is unfavorable in equity related instruments, he / she may partially / fully stay invested in any of the debt mutual funds or any non-equity mutual funds.
Fund Managers
1 manager
Name
ASHISH A WAKANKAR
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC fee: 2.00%
- Variable fees
- Not disclosed
- 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 India Select
- 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.