EQUITY DEBT HYBRID
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -1.22%
- 3M
- -4.68%
- 6M
- -8.19%
- 9M
- —
- 1Y
- -6.53%
- 2Y
- +1.78%
- 3Y
- +15.97%
- 4Y
- +15.70%
- 5Y
- +14.63%
- Since Inception
- +23.38%
- Strategy AUM
- ₹44 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −1.22% | −0.17% | −1.05% |
| 3 Months | −4.68% | −2.34% | −2.34% |
| 6 Months | −8.19% | −5.39% | −2.80% |
| 1 Year | −6.53% | −0.07% | −6.46% |
| 2 Years | +1.78% | +4.14% | −2.36% |
| 3 Years | +15.97% | +13.46% | +2.51% |
| 4 Years | +15.70% | +13.31% | +2.39% |
| 5 Years | +14.63% | +12.29% | +2.34% |
| Since Inception | +23.38% | +13.18% | +10.20% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −1.22% | −0.17% | −1.05% |
| Apr-2026 | +10.60% | +10.38% | +0.22% |
| Mar-2026 | −12.75% | −11.37% | −1.38% |
| Feb-2026 | +1.00% | +0.45% | +0.55% |
| Jan-2026 | −3.53% | −3.34% | −0.19% |
| Dec-2025 | −1.15% | −0.24% | −0.91% |
| Nov-2025 | −0.63% | +0.96% | −1.59% |
| Oct-2025 | −0.99% | +4.27% | −5.26% |
| Sep-2025 | +5.72% | +1.24% | +4.48% |
| Aug-2025 | −0.43% | −1.75% | +1.32% |
| Jul-2025 | −5.82% | −2.22% | −3.60% |
| Jun-2025 | +4.39% | +3.68% | +0.71% |
| May-2025 | +5.60% | +3.54% | +2.06% |
Strategy Details
APMI fact sheet
- Inception
- 02 Mar 2021
- Age
- 5.3 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.25×
- Turnover (1M)
- 0.00×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
TO GENERATE WEALTH FOR INVESTORS
Fund Managers
1 manager
Name
NILESH SHAH
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
- Atlas Integrated Finance Ltd
- Strategy
- EQUITY DEBT HYBRID
- 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.