India Portfolio Builder
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +2.59%
- 3M
- -1.16%
- 6M
- -5.82%
- 9M
- —
- 1Y
- +6.96%
- 2Y
- +5.53%
- 3Y
- +11.86%
- 4Y
- +12.72%
- 5Y
- +12.75%
- Since Inception
- +9.74%
- Strategy AUM
- ₹8 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +2.59% | −0.28% | +2.87% |
| 3 Months | −1.16% | −2.49% | +1.33% |
| 6 Months | −5.82% | −5.64% | −0.18% |
| 1 Year | +6.96% | −1.11% | +8.07% |
| 2 Years | +5.53% | +3.06% | +2.47% |
| 3 Years | +11.86% | +12.21% | −0.35% |
| 4 Years | +12.72% | +12.01% | +0.71% |
| 5 Years | +12.75% | +10.96% | +1.79% |
| Since Inception | +9.74% | +12.24% | −2.50% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +2.59% | −0.28% | +2.87% |
| Apr-2026 | +10.51% | +10.36% | +0.15% |
| Mar-2026 | −12.82% | −11.40% | −1.42% |
| Feb-2026 | −0.02% | +0.38% | −0.40% |
| Jan-2026 | −4.82% | −3.36% | −1.46% |
| Dec-2025 | +0.13% | −0.25% | +0.38% |
| Nov-2025 | +1.51% | +0.86% | +0.65% |
| Oct-2025 | +4.61% | +4.20% | +0.41% |
| Sep-2025 | +2.02% | +1.21% | +0.81% |
| Aug-2025 | −0.30% | −1.93% | +1.63% |
| Jul-2025 | +6.40% | +3.43% | +2.97% |
| Jun-2025 | +6.38% | +3.43% | +2.95% |
| May-2025 | +4.14% | +3.39% | +0.75% |
Strategy Details
APMI fact sheet
- Inception
- 01 Jan 2016
- Age
- 10.5 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.00×
- Turnover (1M)
- 0.00×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Astute market observers the world over see India as one of the bright spots on the global economic landscape. The India Growth Story is at an infant stage and promises to be a long-term sustainable theme. It is a unique opportunity to own a basket of top-quality stocks at attractive valuations has arisen.India Portfolio Builder is designed to be a diverse Investment Approach with composition of solid large and mid-sized companies with attractive long-term potential. For thinking participants desirous of owning a �??�?�¢??core�??�?�¢?? portfolio of robust companies, now is a good time as any to opt for this Investment Apporach.The objective of the Investment Approach is to generate superior returns over the long term by investing in promising leaders existing and emerging from the large cap and mid cap universe. This investment approach is appropriate for judicious participants seeking quality returns albeit with a lower appetite for risk. The portfolio manager will employ both the �??�?�¢??value�??�?�¢?? and �??�?�¢??growth�??�?�¢?? styles to stock selection.The key intent is to own a selection of structurally strong companies (best-of-breed) with long-term potential from across sectors.
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
- Hurdle : 9% Profit sharing : 25%
- Exit load
- Not disclosed
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
- India Portfolio Builder
- 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.