Hanut Fundamental Quant
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.44%
- 3M
- +10.05%
- 6M
- +7.61%
- 9M
- —
- 1Y
- +10.72%
- 2Y
- +14.41%
- 3Y
- +23.30%
- 4Y
- +18.89%
- 5Y
- +15.04%
- Since Inception
- +18.72%
- Strategy AUM
- ₹40 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.44% | −0.17% | +1.61% |
| 3 Months | +10.05% | −2.34% | +12.39% |
| 6 Months | +7.61% | −5.39% | +13.00% |
| 1 Year | +10.72% | −0.07% | +10.79% |
| 2 Years | +14.41% | +4.14% | +10.27% |
| 3 Years | +23.30% | +13.46% | +9.84% |
| 4 Years | +18.89% | +13.31% | +5.58% |
| 5 Years | +15.04% | +12.29% | +2.75% |
| Since Inception | +18.72% | +14.22% | +4.50% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.44% | −0.17% | +1.61% |
| Apr-2026 | +21.98% | +10.38% | +11.60% |
| Mar-2026 | −11.06% | −11.37% | +0.31% |
| Feb-2026 | +1.69% | +0.45% | +1.24% |
| Jan-2026 | −3.26% | −3.34% | +0.08% |
| Dec-2025 | −0.60% | −0.24% | −0.36% |
| Nov-2025 | −1.50% | +0.96% | −2.46% |
| Oct-2025 | +3.80% | +4.27% | −0.47% |
| Sep-2025 | +5.31% | +1.24% | +4.07% |
| Aug-2025 | −3.05% | −1.75% | −1.30% |
| Jul-2025 | −5.23% | −2.71% | −2.52% |
| Jun-2025 | +4.01% | +3.68% | +0.33% |
| May-2025 | +2.94% | +3.54% | −0.60% |
Strategy Details
APMI fact sheet
- Inception
- 07 May 2019
- Age
- 7.1 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.12×
- Turnover (1M)
- 0.03×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Generate higher returns than the benchmark by using a systematic quantitative (fundamental) model.
Fund Managers
1 manager
Name
Arjun Singh
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 2%
- Variable fees
- Hurdle: 8% Profit Share: 20%
- Exit load
- Not disclosed
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
- Hanut Alternate Investments Llp
- Strategy
- Hanut Fundamental Quant
- 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.