INDEXALPHA
Portfolio Management ServiceQED Capital Advisors LLPvs BSE 500 TRIAPMIInvestment approach
₹13 Cr
Strategy AUM
+7.20%
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.04%
- 3M
- -5.08%
- 6M
- -0.48%
- 9M
- —
- 1Y
- +7.20%
- 2Y
- +7.37%
- 3Y
- +11.58%
- 4Y
- +9.18%
- 5Y
- +8.06%
- Since Inception
- +6.13%
- Strategy AUM
- ₹13 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.04% | −0.17% | +1.21% |
| 3 Months | −5.08% | −2.34% | −2.74% |
| 6 Months | −0.48% | −5.39% | +4.91% |
| 1 Year | +7.20% | −0.07% | +7.27% |
| 2 Years | +7.37% | +4.14% | +3.23% |
| 3 Years | +11.58% | +13.46% | −1.88% |
| 4 Years | +9.18% | +13.31% | −4.13% |
| 5 Years | +8.06% | +12.29% | −4.23% |
| Since Inception | +6.13% | +15.52% | −9.39% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.04% | −0.17% | +1.21% |
| Apr-2026 | +2.03% | +10.38% | −8.35% |
| Mar-2026 | −7.93% | −11.37% | +3.44% |
| Feb-2026 | +0.92% | +0.45% | +0.47% |
| Jan-2026 | +2.87% | −3.34% | +6.21% |
| Dec-2025 | +0.99% | −0.24% | +1.23% |
| Nov-2025 | +1.72% | +0.96% | +0.76% |
| Oct-2025 | +3.48% | +4.27% | −0.79% |
| Sep-2025 | +2.26% | +0.85% | +1.41% |
| Aug-2025 | −0.04% | −0.74% | +0.70% |
| Jul-2025 | −1.19% | −1.21% | +0.02% |
| Jun-2025 | +1.31% | +2.04% | −0.73% |
| May-2025 | +0.71% | +1.94% | −1.23% |
Strategy Details
APMI fact sheet
- Inception
- 01 Aug 2019
- Age
- 6.10 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.84×
- Turnover (1M)
- 0.04×
- Product
- Others
as of 31 May 2026
Asset classes
Others
Investment objective
CAP APP
Fund Managers
1 manager
Name
Rahul Mukherjee
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC Charge : 0.8%p.a.
- Variable fees
- 0%
- Exit load
- 1st Year : 3% 2nd Year : 2% 3rd Year : 3%
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
- QED Capital Advisors LLP
- Strategy
- INDEXALPHA
- 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.