MIDCAP
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +2.15%
- 3M
- +5.07%
- 6M
- -2.80%
- 9M
- —
- 1Y
- -4.53%
- 2Y
- +5.96%
- 3Y
- +14.31%
- 4Y
- +10.07%
- 5Y
- +7.38%
- Since Inception
- +7.55%
- Strategy AUM
- ₹4 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +2.15% | −0.17% | +2.32% |
| 3 Months | +5.07% | −2.34% | +7.41% |
| 6 Months | −2.80% | −5.39% | +2.59% |
| 1 Year | −4.53% | −0.07% | −4.46% |
| 2 Years | +5.96% | +4.14% | +1.82% |
| 3 Years | +14.31% | +13.46% | +0.85% |
| 4 Years | +10.07% | +13.31% | −3.24% |
| 5 Years | +7.38% | +12.29% | −4.91% |
| Since Inception | +7.55% | +13.38% | −5.83% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +2.15% | −0.17% | +2.32% |
| Apr-2026 | +16.90% | +10.38% | +6.52% |
| Mar-2026 | −12.02% | −11.37% | −0.65% |
| Feb-2026 | −1.59% | +0.45% | −2.04% |
| Jan-2026 | −4.05% | −3.34% | −0.71% |
| Dec-2025 | −2.02% | −0.24% | −1.78% |
| Nov-2025 | −2.00% | +0.96% | −2.96% |
| Oct-2025 | +2.82% | +4.27% | −1.45% |
| Sep-2025 | +0.17% | +1.24% | −1.07% |
| Aug-2025 | −2.86% | −1.75% | −1.11% |
| Jul-2025 | −3.65% | −2.22% | −1.43% |
| Jun-2025 | +3.96% | +3.68% | +0.28% |
| May-2025 | +7.85% | +3.54% | +4.31% |
Strategy Details
APMI fact sheet
- Inception
- 14 May 2021
- Age
- 5.0 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 1.50×
- Turnover (1M)
- 0.20×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
TO GENERATE WEALTH FOR INVESTORS
Fund Managers
1 manager
Name
NILESH SHAH
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
- Atlas Integrated Finance Ltd
- Strategy
- MIDCAP
- 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.