IME Wealth Bespoke
Portfolio Management ServiceStrategy AUM
Since-inception return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.01%
- 3M
- -0.94%
- 6M
- -3.86%
- 9M
- —
- 1Y
- —
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -3.23%
- Strategy AUM
- ₹54 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.01% | −0.17% | +0.16% |
| 3 Months | −0.94% | −2.34% | +1.40% |
| 6 Months | −3.86% | −5.39% | +1.53% |
| 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 | −3.23% | −0.41% | −2.82% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 8 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.01% | −0.17% | +0.16% |
| Apr-2026 | +6.25% | +10.38% | −4.13% |
| Mar-2026 | −6.75% | −11.37% | +4.62% |
| Feb-2026 | −0.03% | +0.45% | −0.48% |
| Jan-2026 | −2.37% | −3.34% | +0.97% |
| Dec-2025 | −0.56% | −0.24% | −0.32% |
| Nov-2025 | −0.48% | +0.98% | −1.46% |
| Oct-2025 | +1.14% | +4.27% | −3.13% |
Strategy Details
APMI fact sheet
- Inception
- 01 Oct 2025
- Age
- 8 Months
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- —
- Turnover (1M)
- 0.00×
- Product
- Mutual Fund
as of 31 May 2026
Asset classes
Investment objective
To generate capital appreciation by investing in mutual funds, equity shares, bonds, REITs/InVits and other eligible securities across categories such as equity, debt, and hybrid based on the custom requirements of individual investors.
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 Wealth Bespoke
- 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.