Focused Strategy
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +2.58%
- 3M
- +5.31%
- 6M
- +2.13%
- 9M
- —
- 1Y
- +19.93%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +8.36%
- Strategy AUM
- ₹26 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +2.58% | −0.17% | +2.75% |
| 3 Months | +5.31% | −2.34% | +7.65% |
| 6 Months | +2.13% | −5.39% | +7.52% |
| 1 Year | +19.93% | −0.07% | +20.00% |
| 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 | +8.36% | −0.26% | +8.62% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +2.58% | −0.17% | +2.75% |
| Apr-2026 | +19.13% | +10.38% | +8.75% |
| Mar-2026 | −13.83% | −11.37% | −2.46% |
| Feb-2026 | −4.21% | +0.45% | −4.66% |
| Jan-2026 | +4.38% | −3.34% | +7.72% |
| Dec-2025 | −3.00% | −0.24% | −2.76% |
| Nov-2025 | +0.09% | +0.96% | −0.87% |
| Oct-2025 | +13.85% | +4.27% | +9.58% |
| Sep-2025 | +12.54% | +1.24% | +11.30% |
| Aug-2025 | −6.54% | −1.75% | −4.79% |
| Jul-2025 | −6.96% | −2.71% | −4.25% |
| Jun-2025 | +5.30% | +3.68% | +1.62% |
| May-2025 | +3.86% | +3.54% | +0.32% |
Strategy Details
APMI fact sheet
- Inception
- 23 Jul 2024
- Age
- 1.10 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.94×
- Turnover (1M)
- 0.08×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Generate Consistent long-term Wealth
Fund Managers
1 manager
Name
SATISH KANTHETI
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- AMC: 0.25% to 1% HURDLE RATE: 12% Or 15% FEES SHARING: 20%
- Exit load
- 1ST YEAR : 0.25%
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
- Zen Wealth Management Services Ltd
- Strategy
- Focused Strategy
- 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.