EquiPoise New India Opportunities
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.76%
- 3M
- -0.41%
- 6M
- -2.73%
- 9M
- —
- 1Y
- -3.57%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -1.24%
- Strategy AUM
- ₹64 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.76% | −0.17% | +0.93% |
| 3 Months | −0.41% | −2.34% | +1.93% |
| 6 Months | −2.73% | −5.39% | +2.66% |
| 1 Year | −3.57% | −0.07% | −3.50% |
| 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 | −1.24% | +0.66% | −1.90% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.76% | −0.17% | +0.93% |
| Apr-2026 | +12.53% | +10.38% | +2.15% |
| Mar-2026 | −12.16% | −11.37% | −0.79% |
| Feb-2026 | +1.32% | +0.45% | +0.87% |
| Jan-2026 | −3.45% | −3.34% | −0.11% |
| Dec-2025 | −0.15% | −0.24% | +0.09% |
| Nov-2025 | −0.62% | +0.96% | −1.58% |
| Oct-2025 | +1.89% | +4.27% | −2.38% |
| Sep-2025 | +2.70% | +1.24% | +1.46% |
| Aug-2025 | −3.46% | −1.75% | −1.71% |
| Jul-2025 | −3.54% | −2.71% | −0.83% |
| Jun-2025 | +2.38% | +3.68% | −1.30% |
| May-2025 | +5.87% | +3.54% | +2.33% |
Strategy Details
APMI fact sheet
- Inception
- 06 Aug 2024
- Age
- 1.10 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.29×
- Turnover (1M)
- 0.00×
- 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 large cap and midcap companies.
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
- AMC fee : 1.00% Performance Fee of 20% (without catch-up, subject to higher watermark) with hurdle rate of 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 New India Opportunities
- 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.