GROWTH
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.02%
- 3M
- -1.77%
- 6M
- -9.70%
- 9M
- —
- 1Y
- -7.57%
- 2Y
- +0.16%
- 3Y
- +5.63%
- 4Y
- +6.88%
- 5Y
- +6.40%
- Since Inception
- +9.23%
- 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 | +1.02% | −0.17% | +1.19% |
| 3 Months | −1.77% | −2.34% | +0.57% |
| 6 Months | −9.70% | −5.39% | −4.31% |
| 1 Year | −7.57% | −0.07% | −7.50% |
| 2 Years | +0.16% | +4.14% | −3.98% |
| 3 Years | +5.63% | +13.46% | −7.83% |
| 4 Years | +6.88% | +13.31% | −6.43% |
| 5 Years | +6.40% | +12.29% | −5.89% |
| Since Inception | +9.23% | +14.76% | −5.53% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.02% | −0.17% | +1.19% |
| Apr-2026 | +12.23% | +10.38% | +1.85% |
| Mar-2026 | −13.36% | −11.37% | −1.99% |
| Feb-2026 | −1.04% | +0.45% | −1.49% |
| Jan-2026 | −6.14% | −3.34% | −2.80% |
| Dec-2025 | −1.03% | −0.24% | −0.79% |
| Nov-2025 | −0.67% | +0.96% | −1.63% |
| Oct-2025 | +4.57% | +4.27% | +0.30% |
| Sep-2025 | −1.90% | +1.24% | −3.14% |
| Aug-2025 | −4.03% | −1.75% | −2.28% |
| Jul-2025 | −0.69% | −2.71% | +2.02% |
| Jun-2025 | +5.39% | +3.68% | +1.71% |
| May-2025 | +5.58% | +3.54% | +2.04% |
Strategy Details
APMI fact sheet
- Inception
- 31 Oct 2018
- Age
- 7.7 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.80×
- Turnover (1M)
- 0.04×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The aim of the strategy is to generate returns by investing in companies that could offer sustainable long-term capital appreciation and are available at reasonable valuations. The Portfolio Manager believes that there are various reasons that could help to achieve the â??Deltaâ?? (change) by a particular company in their financial performance. The focus is on Growth in both revenue and profitability and cash flows. A lot of weight is attached to the Management, their past track record, execution capability, and corporate governance.
Fund Managers
1 manager
Name
ARUN MALHOTRA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Fixed fees upto 2.5%
- Variable fees
- Fixed fees - upto 2.50% Hurdle rate: upto 15% Performance: upto 30%
- Exit load
- No Exit load
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
- Capgrow Capital Advisors Llp
- Strategy
- GROWTH
- 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.