India Rising SME Stars
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -1.98%
- 3M
- +14.57%
- 6M
- -7.47%
- 9M
- —
- 1Y
- -3.99%
- 2Y
- +7.22%
- 3Y
- +15.83%
- 4Y
- +24.43%
- 5Y
- —
- Since Inception
- +22.16%
- Strategy AUM
- ₹91 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −1.98% | −0.28% | −1.70% |
| 3 Months | +14.57% | −2.49% | +17.06% |
| 6 Months | −7.47% | −5.64% | −1.83% |
| 1 Year | −3.99% | −1.11% | −2.88% |
| 2 Years | +7.22% | +3.06% | +4.16% |
| 3 Years | +15.83% | +12.22% | +3.61% |
| 4 Years | +24.43% | +12.01% | +12.42% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +22.16% | +10.04% | +12.12% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −1.98% | −0.28% | −1.70% |
| Apr-2026 | +36.77% | +10.36% | +26.41% |
| Mar-2026 | −14.54% | −11.40% | −3.14% |
| Feb-2026 | +0.30% | +0.38% | −0.08% |
| Jan-2026 | −13.15% | −3.36% | −9.79% |
| Dec-2025 | −7.29% | −0.25% | −7.04% |
| Nov-2025 | +0.13% | +0.86% | −0.73% |
| Oct-2025 | +2.62% | +4.20% | −1.58% |
| Sep-2025 | −0.71% | +1.21% | −1.92% |
| Aug-2025 | −5.24% | −1.93% | −3.31% |
| Jul-2025 | +0.50% | −2.87% | +3.37% |
| Jun-2025 | +6.81% | +3.43% | +3.38% |
| May-2025 | +8.15% | +3.39% | +4.76% |
Strategy Details
APMI fact sheet
- Inception
- 17 Feb 2022
- Age
- 4.3 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.56×
- Turnover (1M)
- 0.04×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To generate outstanding returns by capturing opportunities in SME and small cap scripts
Fund Managers
1 manager
Name
Mohit Nigam
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
- Hem Securities Limited
- Strategy
- India Rising SME Stars
- 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.