IME Concentrated Microtrends
Portfolio Management ServiceStrategy AUM
Since-inception return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.92%
- 3M
- -1.04%
- 6M
- -2.36%
- 9M
- —
- 1Y
- —
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +4.03%
- Strategy AUM
- ₹39 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.92% | −0.17% | +1.09% |
| 3 Months | −1.04% | −2.34% | +1.30% |
| 6 Months | −2.36% | −5.39% | +3.03% |
| 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 | +4.03% | −0.41% | +4.44% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 8 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.92% | −0.17% | +1.09% |
| Apr-2026 | +12.59% | +10.38% | +2.21% |
| Mar-2026 | −12.90% | −11.37% | −1.53% |
| Feb-2026 | −1.47% | +0.45% | −1.92% |
| Jan-2026 | −0.28% | −3.34% | +3.06% |
| Dec-2025 | +0.42% | −0.24% | +0.66% |
| Nov-2025 | +1.72% | +0.98% | +0.74% |
| Oct-2025 | +4.23% | +4.27% | −0.04% |
Strategy Details
APMI fact sheet
- Inception
- 01 Oct 2025
- Age
- 8 Months
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- —
- Turnover (1M)
- 0.09×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
IME Concentrated Microtrends is large and mid cap focussed concentrated strategy of 20-30 holdings. The strategy aims to identify and take concentrated exposure to strong value generating microtrends through high quality companies at the right price striking a balance between growth, quality and valuations.
Fund Managers
1 manager
Name
Ashi Sarava Anand
Experience
25.00 years
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 2.5%
- Variable fees
- AMC: 1.5% Hurdle: 10% Profit Sharing: 20%
- Exit load
- 0%
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
- IME Portfolio Managers LLP
- Strategy
- IME Concentrated Microtrends
- 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.