PMS details

    GROWTHFINITI MAXIMISER

    Portfolio Management Service
    Growthfiniti Wealth Pvt Ltdvs BSE 500 TRIAPMIInvestment approach
    ₹12 Cr

    Strategy AUM

    -4.02%

    Since-inception return

    Trailing Returns

    APMI · annualised beyond 1Y · as of 01 May 2026

    1M
    +0.94%
    3M
    +0.06%
    6M
    -5.97%
    9M
    1Y
    2Y
    3Y
    4Y
    5Y
    Since Inception
    -4.02%
    Strategy AUM
    ₹12 Cr
    Benchmark
    BSE 500 TRI

    Performance vs Benchmark

    Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess

    PeriodStrategyBenchmarkAlpha
    1 Month+0.94%−0.17%+1.11%
    3 Months+0.06%−2.34%+2.40%
    6 Months−5.97%−5.39%−0.58%
    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−4.02%−3.12%−0.90%

    Monthly Performance

    Growth of ₹100 invested · month-on-month · 11 months

    MonthStrategyBenchmarkAlpha
    May-2026+0.94%−0.17%+1.11%
    Apr-2026+11.20%+10.38%+0.82%
    Mar-2026−10.86%−11.37%+0.51%
    Feb-2026+0.00%+0.45%−0.45%
    Jan-2026−4.19%−3.34%−0.85%
    Dec-2025−1.92%−0.24%−1.68%
    Nov-2025+0.18%+0.96%−0.78%
    Oct-2025+4.17%+4.27%−0.10%
    Sep-2025−0.14%+1.24%−1.38%
    Aug-2025−1.08%−1.75%+0.67%
    Jul-2025+0.00%+0.00%+0.00%

    Strategy Details

    APMI fact sheet

    Inception
    17 Jul 2025
    Age
    10 Months
    Min. investment
    ₹50,00,000
    Turnover (1Y)

    as of 31 May 2026

    Turnover (1M)
    0.12×
    Product
    Mutual Fund

    Asset classes

    Mutual Fund

    Investment objective

    100% Equities using MF Direct Schemes. Aims to outperform the market through expert fund manager selection and Dynamic Asset Allocation

    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 MAXIMISER
    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.