Long Term Growth Stock
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.51%
- 3M
- -3.96%
- 6M
- -6.57%
- 9M
- —
- 1Y
- +6.88%
- 2Y
- +2.88%
- 3Y
- +6.94%
- 4Y
- +7.30%
- 5Y
- +7.32%
- Since Inception
- +6.63%
- Strategy AUM
- ₹17 Cr
- Benchmark
- MSEI SX 40 TRI
Performance vs Benchmark
Strategy vs MSEI SX 40 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.51% | −2.12% | +1.61% |
| 3 Months | −3.96% | −6.59% | +2.63% |
| 6 Months | −6.57% | −10.57% | +4.00% |
| 1 Year | +6.88% | −5.92% | +12.80% |
| 2 Years | +2.88% | +1.29% | +1.59% |
| 3 Years | +6.94% | +7.26% | −0.32% |
| 4 Years | +7.30% | +7.81% | −0.51% |
| 5 Years | +7.32% | +7.53% | −0.21% |
| Since Inception | +6.63% | +0.00% | +6.63% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.51% | −2.12% | +1.61% |
| Apr-2026 | +9.36% | +7.64% | +1.72% |
| Mar-2026 | −11.73% | −11.34% | −0.39% |
| Feb-2026 | −0.72% | −0.84% | +0.12% |
| Jan-2026 | −1.16% | −3.04% | +1.88% |
| Dec-2025 | −0.83% | −0.42% | −0.41% |
| Nov-2025 | +3.25% | +1.97% | +1.28% |
| Oct-2025 | +5.92% | +4.09% | +1.83% |
| Sep-2025 | +1.81% | +0.78% | +1.03% |
| Aug-2025 | −1.95% | −1.69% | −0.26% |
| Jul-2025 | −1.29% | −2.96% | +1.67% |
| Jun-2025 | +6.14% | +3.09% | +3.05% |
| May-2025 | +3.77% | +1.92% | +1.85% |
Strategy Details
APMI fact sheet
- Inception
- 23 Oct 2007
- Age
- 18.7 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.94×
- Turnover (1M)
- 0.06×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Higher Returns
Fund Managers
1 manager
Name
DIPAN ANIL MEHTA
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
- ELIXIR EQUITIES PVT LTD
- Strategy
- Long Term Growth Stock
- Benchmark
- MSEI SX 40 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.