FOCUSSED MULTICAP
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.24%
- 3M
- -0.10%
- 6M
- -3.83%
- 9M
- —
- 1Y
- -1.61%
- 2Y
- +2.36%
- 3Y
- +9.28%
- 4Y
- +9.05%
- 5Y
- +7.55%
- Since Inception
- +12.72%
- Strategy AUM
- ₹22 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.24% | −0.28% | +1.52% |
| 3 Months | −0.10% | −2.49% | +2.39% |
| 6 Months | −3.83% | −5.61% | +1.78% |
| 1 Year | −1.61% | −1.11% | −0.50% |
| 2 Years | +2.36% | +3.06% | −0.70% |
| 3 Years | +9.28% | +12.21% | −2.93% |
| 4 Years | +9.05% | +12.00% | −2.95% |
| 5 Years | +7.55% | +10.96% | −3.41% |
| Since Inception | +12.72% | +13.45% | −0.73% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.24% | −0.28% | +1.52% |
| Apr-2026 | +12.53% | +8.23% | +4.30% |
| Mar-2026 | −12.30% | −11.40% | −0.90% |
| Feb-2026 | +1.80% | +2.42% | −0.62% |
| Jan-2026 | −3.68% | −3.50% | −0.18% |
| Dec-2025 | −1.73% | −0.22% | −1.51% |
| Nov-2025 | +0.55% | +0.86% | −0.31% |
| Oct-2025 | +2.16% | +3.33% | −1.17% |
| Sep-2025 | −1.35% | +0.10% | −1.45% |
| Aug-2025 | +0.48% | −0.87% | +1.35% |
| Jul-2025 | −3.33% | −2.86% | −0.47% |
| Jun-2025 | +4.04% | +3.43% | +0.61% |
| May-2025 | +5.59% | +3.39% | +2.20% |
Strategy Details
APMI fact sheet
- Inception
- 31 Dec 2019
- Age
- 6.5 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.09×
- Turnover (1M)
- 0.00×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The Portfolio is a diversified equity portfolio that endeavours to achieve long term growth through capital appreciation of fundamentally strong businesses based on the price pattern behaviour of the stock. The investment strategy follows a mix of a top-down and a bottom-up approach.
Fund Managers
1 manager
Name
ROHAN GHALLA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 1-2.5
- Variable fees
- HURDLE 8OR10 PROFIT 15OR20
- Exit load
- 0-2 YEAR-2
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
- Ghalla Bhansali Stock Brokers Pvt Ltd
- Strategy
- FOCUSSED MULTICAP
- 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.