GROWTHFINITI ENHANCER
Portfolio Management ServiceStrategy AUM
Since-inception return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.08%
- 3M
- -1.88%
- 6M
- -5.83%
- 9M
- —
- 1Y
- —
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -2.82%
- Strategy AUM
- ₹2 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.08% | −0.17% | +0.25% |
| 3 Months | −1.88% | −2.34% | +0.46% |
| 6 Months | −5.83% | −5.39% | −0.44% |
| 1 Year | +0.00% | +0.00% | +0.00% |
| 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 | −2.82% | −1.68% | −1.14% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 10 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.08% | −0.17% | +0.25% |
| Apr-2026 | +7.93% | +10.38% | −2.45% |
| Mar-2026 | −9.17% | −11.37% | +2.20% |
| Feb-2026 | +0.00% | +0.45% | −0.45% |
| Jan-2026 | −2.84% | −3.34% | +0.50% |
| Dec-2025 | −1.21% | −0.24% | −0.97% |
| Nov-2025 | +0.42% | +0.96% | −0.54% |
| Oct-2025 | +3.31% | +4.27% | −0.96% |
| Sep-2025 | +0.47% | +1.24% | −0.77% |
| Aug-2025 | +0.00% | +0.00% | +0.00% |
Strategy Details
APMI fact sheet
- Inception
- 26 Aug 2025
- Age
- 9 Months
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- —
- Turnover (1M)
- 0.50×
- Product
- Mutual Fund
as of 31 May 2026
Asset classes
Investment objective
80% Equity 20% Debt Tax Efficient Portfolio, using MF Direct Schemes. Targets long term capital growth with a Tax Efficient blend of equity and debt balancing higher return potential with moderate risk tax optimization.
Fund Managers
1 manager
Name
Aditya Padman
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Fixed Fee - 1%
- Variable fees
- AMC - 0.75% Hurdle - 8% Profit Sharing - 20%
- Exit load
- NIL
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
- Growthfiniti Wealth Pvt Ltd
- Strategy
- GROWTHFINITI ENHANCER
- 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.