Health Care
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +5.10%
- 3M
- +6.52%
- 6M
- -3.24%
- 9M
- —
- 1Y
- +1.54%
- 2Y
- +9.54%
- 3Y
- +11.88%
- 4Y
- +11.38%
- 5Y
- +11.02%
- Since Inception
- +13.78%
- Strategy AUM
- ₹13 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +5.10% | −1.72% | +6.82% |
| 3 Months | +6.52% | −6.30% | +12.82% |
| 6 Months | −3.24% | −9.87% | +6.63% |
| 1 Year | +1.54% | −3.84% | +5.38% |
| 2 Years | +9.54% | +3.35% | +6.19% |
| 3 Years | +11.88% | +9.52% | +2.36% |
| 4 Years | +11.38% | +10.36% | +1.02% |
| 5 Years | +11.02% | +9.87% | +1.15% |
| Since Inception | +13.78% | +11.80% | +1.98% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +5.10% | −1.72% | +6.82% |
| Apr-2026 | +11.68% | +7.49% | +4.19% |
| Mar-2026 | −9.25% | −11.30% | +2.05% |
| Feb-2026 | −0.02% | −0.51% | +0.49% |
| Jan-2026 | −6.72% | −3.04% | −3.68% |
| Dec-2025 | −2.59% | −0.28% | −2.31% |
| Nov-2025 | +3.66% | +1.92% | +1.74% |
| Oct-2025 | +1.89% | +4.62% | −2.73% |
| Sep-2025 | −0.80% | +0.77% | −1.57% |
| Aug-2025 | −4.84% | −1.21% | −3.63% |
| Jul-2025 | −1.22% | −2.77% | +1.55% |
| Jun-2025 | +6.57% | +3.37% | +3.20% |
| May-2025 | +0.45% | +1.92% | −1.47% |
Strategy Details
APMI fact sheet
- Inception
- 01 Jun 2017
- Age
- 9.0 Years
- Min. investment
- ₹5,00,000
- Turnover (1Y)
- 0.94×
- Turnover (1M)
- 0.02×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Long Term Capital Appreciation through equities
Fund Managers
1 manager
Name
Kunal Kashyap
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹5,00,000
- Fixed fees
- AMC Charge : 0%
- Variable fees
- AMC : 1.5% or 2.5% Hurdle : 10% or 0% Profit Sharing : 20% or 0%
- Exit load
- 1st Year : 3% 2nd Year : 2% 3rd Year : 1%
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
- Allegro Securities Pvt Ltd
- Strategy
- Health Care
- Benchmark
- Nifty 50 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.