Long Term Focused Value
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.20%
- 3M
- +4.06%
- 6M
- +0.67%
- 9M
- —
- 1Y
- +17.85%
- 2Y
- +17.03%
- 3Y
- +20.17%
- 4Y
- +16.24%
- 5Y
- +13.27%
- Since Inception
- +15.59%
- Strategy AUM
- ₹78 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.20% | −0.17% | +1.37% |
| 3 Months | +4.06% | −2.34% | +6.40% |
| 6 Months | +0.67% | −5.39% | +6.06% |
| 1 Year | +17.85% | −0.07% | +17.92% |
| 2 Years | +17.03% | +4.14% | +12.89% |
| 3 Years | +20.17% | +13.47% | +6.70% |
| 4 Years | +16.24% | +13.31% | +2.93% |
| 5 Years | +13.27% | +12.29% | +0.98% |
| Since Inception | +15.59% | +15.13% | +0.46% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.20% | −0.17% | +1.37% |
| Apr-2026 | +10.92% | +10.38% | +0.54% |
| Mar-2026 | −7.29% | −11.37% | +4.08% |
| Feb-2026 | −2.73% | +0.45% | −3.18% |
| Jan-2026 | +0.70% | −3.34% | +4.04% |
| Dec-2025 | −1.24% | −0.24% | −1.00% |
| Nov-2025 | +2.84% | +0.96% | +1.88% |
| Oct-2025 | +5.49% | +4.27% | +1.22% |
| Sep-2025 | +3.05% | +1.24% | +1.81% |
| Aug-2025 | −1.08% | −1.75% | +0.67% |
| Jul-2025 | +0.24% | −2.71% | +2.95% |
| Jun-2025 | +5.61% | +3.68% | +1.93% |
| May-2025 | +5.93% | +3.54% | +2.39% |
Strategy Details
APMI fact sheet
- Inception
- 22 Jul 2019
- Age
- 6.10 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.45×
- Turnover (1M)
- 0.04×
- Product
- Equity,Others
as of 31 May 2026
Asset classes
Investment objective
To deliver superior long term relative and absolute returns with a focus on protection of capital, by owning good companies at reasonable prices. Good companies have businesses with long runway and competitive advantage seen from their high returns on capital. And good companies are run by able and fair management .
Fund Managers
1 manager
Name
Sumit Sarda
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
- Compound Everyday Capital Management Llp
- Strategy
- Long Term Focused Value
- 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.