MOMENTUM 20 PMS
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +8.75%
- 3M
- +23.85%
- 6M
- +13.32%
- 9M
- —
- 1Y
- +4.11%
- 2Y
- -4.59%
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -3.91%
- Strategy AUM
- ₹6 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +8.75% | −0.17% | +8.92% |
| 3 Months | +23.85% | −2.34% | +26.19% |
| 6 Months | +13.32% | −5.39% | +18.71% |
| 1 Year | +4.11% | −0.07% | +4.18% |
| 2 Years | −4.59% | +4.14% | −8.73% |
| 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 | −3.91% | +5.55% | −9.46% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +8.75% | −0.17% | +8.92% |
| Apr-2026 | +19.09% | +10.38% | +8.71% |
| Mar-2026 | −4.38% | −11.37% | +6.99% |
| Feb-2026 | −0.60% | +0.45% | −1.05% |
| Jan-2026 | −5.10% | −3.34% | −1.76% |
| Dec-2025 | −3.00% | −0.24% | −2.76% |
| Nov-2025 | −0.54% | +0.96% | −1.50% |
| Oct-2025 | +1.25% | +4.27% | −3.02% |
| Sep-2025 | −3.36% | +1.24% | −4.60% |
| Aug-2025 | −4.68% | −1.75% | −2.93% |
| Jul-2025 | −3.22% | −2.22% | −1.00% |
| Jun-2025 | +2.32% | +3.68% | −1.36% |
| May-2025 | +6.83% | +3.54% | +3.29% |
Strategy Details
APMI fact sheet
- Inception
- 14 May 2024
- Age
- 2.0 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 4.95×
- Turnover (1M)
- 0.08×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
TO PLAY MOMENTUM AND GENERATE ALFA ABOVE BENCHMARK
Fund Managers
1 manager
Name
NILESH SHAH
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC CHARGES: 1% PA
- Variable fees
- HURDLE: 10% SHARING: 15%
- 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
- Atlas Integrated Finance Ltd
- Strategy
- MOMENTUM 20 PMS
- 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.