INVESTVALUE INDIA WINNERS PORTFOLIO
Portfolio Management ServiceStrategy AUM
Since-inception return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +2.41%
- 3M
- —
- 6M
- —
- 9M
- —
- 1Y
- —
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +9.66%
- Strategy AUM
- ₹22 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +2.41% | −0.17% | +2.58% |
| 3 Months | +0.00% | +0.00% | +0.00% |
| 6 Months | +0.00% | +0.00% | +0.00% |
| 1 Year | +0.00% | +0.00% | +0.00% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +9.66% | −2.34% | +12.00% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 3 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +2.41% | −0.17% | +2.58% |
| Apr-2026 | +9.37% | +10.38% | −1.01% |
| Mar-2026 | +0.00% | +0.00% | +0.00% |
Strategy Details
APMI fact sheet
- Inception
- 02 Mar 2026
- Age
- 3 Months
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- —
- Turnover (1M)
- 0.28×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
InvestValue India Winners Portfolio was created to provide investors with a structured research driven way to participate in India's long-term growth story
Fund Managers
3 managers
Name
ADITYA AGARWALA
Name
SIDDHARTH PUROHIT
Name
SUNNY AUTAR TRISAL
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
- INVESTVALUE CAPITAL PRIVATE LIMITED
- Strategy
- INVESTVALUE INDIA WINNERS PORTFOLIO
- 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.