Impetus Value Portfolio
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.48%
- 3M
- +5.26%
- 6M
- -3.34%
- 9M
- —
- 1Y
- -4.65%
- 2Y
- -3.15%
- 3Y
- +15.70%
- 4Y
- +15.81%
- 5Y
- +11.42%
- Since Inception
- +8.71%
- Strategy AUM
- ₹86 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.48% | −0.28% | +1.76% |
| 3 Months | +5.26% | −2.49% | +7.75% |
| 6 Months | −3.34% | −5.64% | +2.30% |
| 1 Year | −4.65% | −1.11% | −3.54% |
| 2 Years | −3.15% | +3.06% | −6.21% |
| 3 Years | +15.70% | +12.21% | +3.49% |
| 4 Years | +15.81% | +12.01% | +3.80% |
| 5 Years | +11.42% | +10.96% | +0.46% |
| Since Inception | +8.71% | +11.92% | −3.21% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.48% | −0.28% | +1.76% |
| Apr-2026 | +16.96% | +10.36% | +6.60% |
| Mar-2026 | −10.86% | −11.40% | +0.54% |
| Feb-2026 | −2.76% | +0.38% | −3.14% |
| Jan-2026 | −2.57% | −3.36% | +0.79% |
| Dec-2025 | −3.06% | −0.25% | −2.81% |
| Nov-2025 | −2.10% | +0.86% | −2.96% |
| Oct-2025 | +4.90% | +4.20% | +0.70% |
| Sep-2025 | +2.07% | +1.21% | +0.86% |
| Aug-2025 | −3.40% | −1.93% | −1.47% |
| Jul-2025 | −5.11% | −2.87% | −2.24% |
| Jun-2025 | +2.55% | +3.43% | −0.88% |
| May-2025 | +11.36% | +3.39% | +7.97% |
Strategy Details
APMI fact sheet
- Inception
- 31 Mar 2017
- Age
- 9.2 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.58×
- Turnover (1M)
- 0.07×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To provide growth of capital through a blend of â??Value and Growthâ?? Investment Strategy. Hence the name ofthe Investment approach Impetus Value Portfolio.Predominantly, an Equity Portfolio. Other asset classes (from the world of listedsecurities in Indian Capital Market) may be included based on the investmentopportunities, but not exceeding 25% of the portfolio value.â?¢ Based on the individual investorâ??s personal believes/philosophy, we mayexclude certain sectors or stocks from such Individualâ??s Portfolio. Forexample Portfolios based on Jainism or Sharia etc.
Fund Managers
1 manager
Name
APARNA PANDHARKAR
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Option 1 1.5% Option 2 2.5%
- Variable fees
- Hurdle Rate : 10% Option 1 Profit Share 15% Option 2 10%
- Exit load
- No Exit Load charged
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
- Impetus Arthasutra Pvt Lted
- Strategy
- Impetus Value Portfolio
- 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.