Incredible India
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +4.30%
- 3M
- +14.88%
- 6M
- +10.71%
- 9M
- —
- 1Y
- +11.54%
- 2Y
- +7.71%
- 3Y
- +22.27%
- 4Y
- +23.63%
- 5Y
- +21.64%
- Since Inception
- +14.06%
- Strategy AUM
- ₹130 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +4.30% | −0.28% | +4.58% |
| 3 Months | +14.88% | −2.49% | +17.37% |
| 6 Months | +10.71% | −5.64% | +16.35% |
| 1 Year | +11.54% | −1.11% | +12.65% |
| 2 Years | +7.71% | +3.06% | +4.65% |
| 3 Years | +22.27% | +12.21% | +10.06% |
| 4 Years | +23.63% | +12.01% | +11.62% |
| 5 Years | +21.64% | +10.96% | +10.68% |
| Since Inception | +14.06% | +12.41% | +1.65% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +4.30% | −0.28% | +4.58% |
| Apr-2026 | +21.28% | +10.36% | +10.92% |
| Mar-2026 | −9.15% | −11.40% | +2.25% |
| Feb-2026 | +3.78% | +0.38% | +3.40% |
| Jan-2026 | −5.02% | −3.36% | −1.66% |
| Dec-2025 | −2.25% | −0.25% | −2.00% |
| Nov-2025 | −2.74% | +0.86% | −3.60% |
| Oct-2025 | +2.75% | +4.20% | −1.45% |
| Sep-2025 | −2.28% | +1.21% | −3.49% |
| Aug-2025 | −1.15% | −1.93% | +0.78% |
| Jul-2025 | +5.62% | +3.43% | +2.19% |
| Jun-2025 | +5.54% | +3.43% | +2.11% |
| May-2025 | +9.96% | +3.39% | +6.57% |
Strategy Details
APMI fact sheet
- Inception
- 04 Jul 2016
- Age
- 9.11 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.40×
- Turnover (1M)
- 0.12×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The investment objective of the Investment Approach is to seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Incredible India Portfolio is focused on long-term growth in revenue and absolute profit. The Investment Approach is suitable for investors who understand that equity investments are ideal investments only for the long-term and for whom �??�?�¢??long-term�??�?�¢?? means a minimum period of three to five years.The key intent is to buy securities at a discount to intrinsic value which will help to create value for investors. The Investment Approach will seek to generate alpha by investing in such value stocks, most likely to be found in the mid-cap and small-cap market spaces. Small and mid cap stocks will account for 60 �??�?�¢?? 70% of the portfolio while large caps will account for the remaining. Alpha is the measure of performance with respect to the performance of the index against which the Portfolio is benchmarked. Incredible India Investment Approach aims to outperform the benchmark by achieving 18 �??�?�¢?? 25 % p.a. over a longer period of time.
Fund Managers
1 manager
Name
Milind Pankaj Patel
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- Not disclosed
- Exit load
- Not disclosed
APMI does not publish a fee schedule for this strategy — confirm fees with the portfolio manager.
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
- JHP Securities Private Limited
- Strategy
- Incredible India
- 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.