GROWTHFINITI FACTORS
Portfolio Management ServiceStrategy AUM
Since-inception return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.69%
- 3M
- +0.54%
- 6M
- -1.66%
- 9M
- —
- 1Y
- —
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -0.11%
- Strategy AUM
- ₹1 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.69% | −0.17% | +1.86% |
| 3 Months | +0.54% | −2.34% | +2.88% |
| 6 Months | −1.66% | −5.39% | +3.73% |
| 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 | −0.11% | −0.62% | +0.51% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 11 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.69% | −0.17% | +1.86% |
| Apr-2026 | +11.66% | +10.38% | +1.28% |
| Mar-2026 | −11.46% | −11.37% | −0.09% |
| Feb-2026 | +2.02% | +0.45% | +1.57% |
| Jan-2026 | −2.77% | −3.34% | +0.57% |
| Dec-2025 | −1.39% | −0.24% | −1.15% |
| Nov-2025 | +0.63% | +0.96% | −0.33% |
| Oct-2025 | +4.10% | +4.27% | −0.17% |
| Sep-2025 | −0.14% | +1.24% | −1.38% |
| Aug-2025 | −2.31% | −1.75% | −0.56% |
| Jul-2025 | +0.00% | +0.00% | +0.00% |
Strategy Details
APMI fact sheet
- Inception
- 29 Jul 2025
- Age
- 10 Months
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- —
- Turnover (1M)
- 0.00×
- Product
- Mutual Fund
as of 31 May 2026
Asset classes
Investment objective
100% Passive Factor Funds Portfolio using MF Direct Schemes. Seeks to deliver diversified, rule based equity exposure by investing in Passive Factor funds that targets specific investment factors such as value, quality etc.
Fund Managers
1 manager
Name
Aditya Padman
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 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 FACTORS
- 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.