KINETIC
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +13.89%
- 3M
- +20.84%
- 6M
- +11.81%
- 9M
- —
- 1Y
- +3.38%
- 2Y
- +9.25%
- 3Y
- +28.94%
- 4Y
- +29.87%
- 5Y
- +27.42%
- Since Inception
- +22.54%
- Strategy AUM
- ₹83 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +13.89% | −0.28% | +14.17% |
| 3 Months | +20.84% | −2.49% | +23.33% |
| 6 Months | +11.81% | −5.61% | +17.42% |
| 1 Year | +3.38% | −1.11% | +4.49% |
| 2 Years | +9.25% | +3.06% | +6.19% |
| 3 Years | +28.94% | +12.21% | +16.73% |
| 4 Years | +29.87% | +12.00% | +17.87% |
| 5 Years | +27.42% | +10.96% | +16.46% |
| Since Inception | +22.54% | +12.52% | +10.02% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +13.89% | −0.28% | +14.17% |
| Apr-2026 | +27.00% | +8.23% | +18.77% |
| Mar-2026 | −16.68% | −11.40% | −5.28% |
| Feb-2026 | −3.57% | +2.42% | −5.99% |
| Jan-2026 | −0.01% | −3.50% | +3.49% |
| Dec-2025 | −3.61% | −0.22% | −3.39% |
| Nov-2025 | −4.97% | +0.86% | −5.83% |
| Oct-2025 | +2.14% | +3.33% | −1.19% |
| Sep-2025 | +2.29% | +0.10% | +2.19% |
| Aug-2025 | −5.16% | −0.87% | −4.29% |
| Jul-2025 | −3.75% | −2.86% | −0.89% |
| Jun-2025 | +2.19% | +3.43% | −1.24% |
| May-2025 | +13.92% | +3.39% | +10.53% |
Strategy Details
APMI fact sheet
- Inception
- 31 Jan 2017
- Age
- 9.4 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.71×
- Turnover (1M)
- 0.04×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Plan will seek to invest in around 30-40 stocks or more. These are Micro cap companies with a market cap between 50 crores �¢?? 200 crores. These Companies have some growth triggers embedded within them. As these triggers plays out the value in these companies gets unlocked. The Objective is to invest in �¢??undiscovered, good companies�¢?? at reasonable valuation, which have potential to become multi �¢?? bagger in the long run.
Fund Managers
1 manager
Name
ROHAN GHALLA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 1.25-2
- Variable fees
- Not disclosed
- Exit load
- 0-2 YEAR-2
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
- Ghalla Bhansali Stock Brokers Pvt Ltd
- Strategy
- KINETIC
- 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.