GROWTH
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +9.43%
- 3M
- +16.81%
- 6M
- +10.18%
- 9M
- —
- 1Y
- +3.34%
- 2Y
- +4.96%
- 3Y
- +18.56%
- 4Y
- +19.03%
- 5Y
- +18.57%
- Since Inception
- +19.51%
- Strategy AUM
- ₹21 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +9.43% | −0.28% | +9.71% |
| 3 Months | +16.81% | −2.49% | +19.30% |
| 6 Months | +10.18% | −5.61% | +15.79% |
| 1 Year | +3.34% | −1.11% | +4.45% |
| 2 Years | +4.96% | +3.06% | +1.90% |
| 3 Years | +18.56% | +12.21% | +6.35% |
| 4 Years | +19.03% | +12.00% | +7.03% |
| 5 Years | +18.57% | +10.96% | +7.61% |
| Since Inception | +19.51% | +12.19% | +7.32% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +9.43% | −0.28% | +9.71% |
| Apr-2026 | +23.05% | +8.23% | +14.82% |
| Mar-2026 | −13.25% | −11.40% | −1.85% |
| Feb-2026 | −1.32% | +2.42% | −3.74% |
| Jan-2026 | −5.13% | −3.50% | −1.63% |
| Dec-2025 | +0.93% | −0.22% | +1.15% |
| Nov-2025 | −1.52% | +0.86% | −2.38% |
| Oct-2025 | +3.69% | +3.33% | +0.36% |
| Sep-2025 | −1.61% | +0.10% | −1.71% |
| Aug-2025 | −4.70% | −0.87% | −3.83% |
| Jul-2025 | −2.11% | −2.86% | +0.75% |
| Jun-2025 | +0.24% | +3.43% | −3.19% |
| May-2025 | +14.44% | +3.39% | +11.05% |
Strategy Details
APMI fact sheet
- Inception
- 16 May 2014
- Age
- 12.0 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.27×
- Turnover (1M)
- 0.00×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
This plan will make investments in about 15-20 securities or scrips out of which the plan will attempt to invest inâ?¢ About 12-17 scrips which where the likely investment horizon will be long term â?¢ 0-5 Active scrips which shall be held for short to medium term which may extend up to 1 year or so.â?¢ 1 PSU index equivalent fund
Fund Managers
1 manager
Name
ROHAN GHALLA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 1.25-2
- Variable fees
- Not disclosed
- Exit load
- 0-2YEAR 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
- 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.