India Super Focus
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +4.07%
- 3M
- +15.22%
- 6M
- +10.76%
- 9M
- —
- 1Y
- +12.44%
- 2Y
- +6.76%
- 3Y
- +22.70%
- 4Y
- +23.81%
- 5Y
- +18.97%
- Since Inception
- +9.86%
- Strategy AUM
- ₹1 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +4.07% | −0.28% | +4.35% |
| 3 Months | +15.22% | −2.49% | +17.71% |
| 6 Months | +10.76% | −5.64% | +16.40% |
| 1 Year | +12.44% | −1.11% | +13.55% |
| 2 Years | +6.76% | +3.06% | +3.70% |
| 3 Years | +22.70% | +12.21% | +10.49% |
| 4 Years | +23.81% | +12.01% | +11.80% |
| 5 Years | +18.97% | +10.96% | +8.01% |
| Since Inception | +9.86% | +12.24% | −2.38% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +4.07% | −0.28% | +4.35% |
| Apr-2026 | +21.83% | +10.36% | +11.47% |
| Mar-2026 | −9.12% | −11.40% | +2.28% |
| Feb-2026 | +4.04% | +0.38% | +3.66% |
| Jan-2026 | −5.15% | −3.36% | −1.79% |
| Dec-2025 | −2.59% | −0.25% | −2.34% |
| Nov-2025 | −2.57% | +0.86% | −3.43% |
| Oct-2025 | +3.33% | +4.20% | −0.87% |
| Sep-2025 | −1.74% | +1.21% | −2.95% |
| Aug-2025 | −1.67% | −1.93% | +0.26% |
| Jul-2025 | +7.07% | +3.43% | +3.64% |
| Jun-2025 | +7.08% | +3.43% | +3.65% |
| May-2025 | +11.24% | +3.39% | +7.85% |
Strategy Details
APMI fact sheet
- Inception
- 01 Jan 2016
- Age
- 10.5 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.37×
- Turnover (1M)
- 0.14×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Serious money is made in the stock market in the long run. Given sufficient time, stock ideas perform to full potential, a longer time frame generally being supportive to realization of outsized returns. Also, a focused investment approach allows superior coverage of each idea owing to a smaller investment base. The Super Focus theme embodies the aforesaid hypothesis.India Super Focus is designed to be a focused Investment Approach having composition of captivating opportunities from the mid-cap and small-cap market spaces. This investment approach should meet the needs of enterprising investors keen to own a tiny clutch of high-potential long-term ideas. The objective of the Investment Approach is to generate top-drawer returns over the very long term by investing in a compact basket of value situations with value-unlock opportunities/possibilities and/or long-term growth potential. This investment approach is apt for serene participants seeking meaningful returns albeit with a lower threshold for risk.The key intent is to own an assortment of under-researched, neglected/overlooked, out-of-favor and often mispriced situations, most likely to be found in the mid-cap and small-cap market spaces.
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 Super Focus
- 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.