LEAPFROG
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +7.09%
- 3M
- +9.18%
- 6M
- -3.55%
- 9M
- —
- 1Y
- -8.03%
- 2Y
- -4.47%
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -0.32%
- Strategy AUM
- ₹45 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +7.09% | −0.28% | +7.37% |
| 3 Months | +9.18% | −2.49% | +11.67% |
| 6 Months | −3.55% | −5.61% | +2.06% |
| 1 Year | −8.03% | −1.11% | −6.92% |
| 2 Years | −4.47% | +3.06% | −7.53% |
| 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 | −0.32% | +7.48% | −7.80% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +7.09% | −0.28% | +7.37% |
| Apr-2026 | +22.34% | +8.23% | +14.11% |
| Mar-2026 | −16.65% | −11.40% | −5.25% |
| Feb-2026 | +0.59% | +2.42% | −1.83% |
| Jan-2026 | −6.43% | −3.50% | −2.93% |
| Dec-2025 | −5.96% | −0.22% | −5.74% |
| Nov-2025 | −6.83% | +0.86% | −7.69% |
| Oct-2025 | +4.11% | +3.33% | +0.78% |
| Sep-2025 | +7.52% | +0.10% | +7.42% |
| Aug-2025 | −5.09% | −0.87% | −4.22% |
| Jul-2025 | −5.60% | −2.86% | −2.74% |
| Jun-2025 | +2.24% | +3.43% | −1.19% |
| May-2025 | +10.39% | +3.39% | +7.00% |
Strategy Details
APMI fact sheet
- Inception
- 14 Dec 2023
- Age
- 2.5 Years
- Min. investment
- ₹5,00,000
- Turnover (1Y)
- 0.22×
- Turnover (1M)
- 0.11×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
This Product consists of 20-25 Scripts.Itâ??s a diversified equity portfolio with a combination of Large-Cap, Higher Mid -Cap, Mid-Cap & Small-Cap that endeavours to achieve long term growth through capital appreciation of fundamentally strong businesses based on the price pattern behaviour of the stock. Stock selection would be based on companies where we expect revenue to growth between CAGR of 15% Plus.This Product will have a concentrated portfolio with an investment horizon of 6 years Plus.The Objective is to invest in a combination of undervalued companies of Small, Large, Higher Mid - Cap & Mid cap which will benefited vis-a-vis the improvement in the economic cycle turning positive. The companies selected will have good growth going forward, and are expected to outperform the Benchmark.
Fund Managers
1 manager
Name
ROHAN GHALLA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹5,00,000
- Fixed fees
- 1.75
- Variable fees
- Not disclosed
- 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
- Ghalla Bhansali Stock Brokers Pvt Ltd
- Strategy
- LEAPFROG
- 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.