ESCORP ASSET MANAGEMENT LTD
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +3.73%
- 3M
- +8.86%
- 6M
- +8.88%
- 9M
- —
- 1Y
- +13.59%
- 2Y
- +7.76%
- 3Y
- +12.17%
- 4Y
- +21.60%
- 5Y
- +29.46%
- Since Inception
- +20.78%
- Strategy AUM
- ₹23 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +3.73% | −0.17% | +3.90% |
| 3 Months | +8.86% | −2.34% | +11.20% |
| 6 Months | +8.88% | −5.39% | +14.27% |
| 1 Year | +13.59% | −0.07% | +13.66% |
| 2 Years | +7.76% | +4.14% | +3.62% |
| 3 Years | +12.17% | +13.46% | −1.29% |
| 4 Years | +21.60% | +13.31% | +8.29% |
| 5 Years | +29.46% | +12.29% | +17.17% |
| Since Inception | +20.78% | +12.50% | +8.28% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +3.73% | −0.17% | +3.90% |
| Apr-2026 | +13.75% | +10.38% | +3.37% |
| Mar-2026 | −7.74% | −11.37% | +3.63% |
| Feb-2026 | −1.09% | +0.45% | −1.54% |
| Jan-2026 | +0.91% | −3.34% | +4.25% |
| Dec-2025 | +0.21% | −0.24% | +0.45% |
| Nov-2025 | +3.49% | +0.96% | +2.53% |
| Oct-2025 | −0.06% | +4.27% | −4.33% |
| Sep-2025 | +0.28% | +1.24% | −0.96% |
| Aug-2025 | −0.58% | −1.75% | +1.17% |
| Jul-2025 | −3.03% | −2.71% | −0.32% |
| Jun-2025 | +4.34% | +3.68% | +0.66% |
| May-2025 | +3.61% | +3.54% | +0.07% |
Strategy Details
APMI fact sheet
- Inception
- 22 Sept 2017
- Age
- 8.8 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 2.57×
- Turnover (1M)
- 0.01×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Discretionary
Fund Managers
1 manager
Name
Shripal S 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
- ESCORP ASSET MANAGEMENT LIMITED
- Strategy
- ESCORP ASSET MANAGEMENT LTD
- 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.