Mega Trends - Multicap Growth
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.34%
- 3M
- -2.69%
- 6M
- -3.14%
- 9M
- —
- 1Y
- +2.12%
- 2Y
- -3.32%
- 3Y
- +11.75%
- 4Y
- +13.40%
- 5Y
- +9.76%
- Since Inception
- +9.24%
- Strategy AUM
- ₹113 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.34% | −0.17% | −0.17% |
| 3 Months | −2.69% | −2.34% | −0.35% |
| 6 Months | −3.14% | −5.39% | +2.25% |
| 1 Year | +2.12% | −0.07% | +2.19% |
| 2 Years | −3.32% | +4.14% | −7.46% |
| 3 Years | +11.75% | +13.46% | −1.71% |
| 4 Years | +13.40% | +13.31% | +0.09% |
| 5 Years | +9.76% | +12.29% | −2.53% |
| Since Inception | +9.24% | +12.50% | −3.26% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.34% | −0.17% | −0.17% |
| Apr-2026 | +10.69% | +10.38% | +0.31% |
| Mar-2026 | −11.79% | −11.37% | −0.42% |
| Feb-2026 | +0.82% | +0.45% | +0.37% |
| Jan-2026 | −1.78% | −3.34% | +1.56% |
| Dec-2025 | +0.52% | −0.24% | +0.76% |
| Nov-2025 | +0.91% | +0.96% | −0.05% |
| Oct-2025 | +5.90% | +4.27% | +1.63% |
| Sep-2025 | −0.02% | +1.24% | −1.26% |
| Aug-2025 | −2.85% | −1.75% | −1.10% |
| Jul-2025 | −3.19% | −2.71% | −0.48% |
| Jun-2025 | +4.92% | +3.68% | +1.24% |
| May-2025 | +4.22% | +3.54% | +0.68% |
Strategy Details
APMI fact sheet
- Inception
- 18 Sept 2017
- Age
- 8.8 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 1.21×
- Turnover (1M)
- 0.19×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Long Term Wealth Creation
Fund Managers
2 managers
Name
Atul Suri
Name
Atul Suri
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC Charge - 2% No Variable fees AMC Charge -1% with Variable Fees
- Variable fees
- AMC - 1% Hurdle Rate - 10% Performance Fee - 20%
- Exit load
- Nil
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
- Marathontrends Advisory Pvt Ltd
- Strategy
- Mega Trends - Multicap Growth
- 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.