IMPERIAL INDIA FOCUSED EQUITY
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +12.36%
- 3M
- +16.32%
- 6M
- +4.09%
- 9M
- —
- 1Y
- +1.56%
- 2Y
- +3.34%
- 3Y
- +22.31%
- 4Y
- +19.80%
- 5Y
- +17.90%
- Since Inception
- +14.46%
- Strategy AUM
- ₹29 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +12.36% | −0.28% | +12.64% |
| 3 Months | +16.32% | −2.49% | +18.81% |
| 6 Months | +4.09% | −5.61% | +9.70% |
| 1 Year | +1.56% | −1.11% | +2.67% |
| 2 Years | +3.34% | +3.06% | +0.28% |
| 3 Years | +22.31% | +12.21% | +10.10% |
| 4 Years | +19.80% | +12.00% | +7.80% |
| 5 Years | +17.90% | +10.96% | +6.94% |
| Since Inception | +14.46% | +10.68% | +3.78% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +12.36% | −0.28% | +12.64% |
| Apr-2026 | +25.08% | +8.23% | +16.85% |
| Mar-2026 | −14.38% | −11.40% | −2.98% |
| Feb-2026 | −4.50% | +2.42% | −6.92% |
| Jan-2026 | −5.35% | −3.50% | −1.85% |
| Dec-2025 | −0.82% | −0.22% | −0.60% |
| Nov-2025 | −3.63% | +0.86% | −4.49% |
| Oct-2025 | +7.49% | +3.33% | +4.16% |
| Sep-2025 | +0.53% | +0.10% | +0.43% |
| Aug-2025 | −4.45% | −0.87% | −3.58% |
| Jul-2025 | −2.55% | −2.86% | +0.31% |
| Jun-2025 | +0.78% | +3.43% | −2.65% |
| May-2025 | +14.30% | +3.39% | +10.91% |
Strategy Details
APMI fact sheet
- Inception
- 13 Feb 2015
- Age
- 11.3 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.33×
- Turnover (1M)
- 0.00×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
plan will make investments in 20-30 stocks. Most of the selected stocks will have an expected revenue growth higher than CAGR of 18% to 20% during their holding period. Consequently we would expect the portfolio to outperform the benchmarked BSE 500
Fund Managers
1 manager
Name
ROHAN GHALLA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 1.25-2
- Variable fees
- Not disclosed
- Exit load
- 0-2 YEAR-2
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
- Ghalla Bhansali Stock Brokers Pvt Ltd
- Strategy
- IMPERIAL INDIA FOCUSED EQUITY
- 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.