MONEYGROW BLEND
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +4.21%
- 3M
- +9.07%
- 6M
- +1.36%
- 9M
- —
- 1Y
- -1.00%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -6.52%
- Strategy AUM
- ₹6 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +4.21% | −1.72% | +5.93% |
| 3 Months | +9.07% | −6.30% | +15.37% |
| 6 Months | +1.36% | −9.87% | +11.23% |
| 1 Year | −1.00% | −3.84% | +2.84% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 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 | −6.52% | −0.88% | −5.64% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +4.21% | −1.72% | +5.93% |
| Apr-2026 | +25.12% | +7.49% | +17.63% |
| Mar-2026 | −16.34% | −11.30% | −5.04% |
| Feb-2026 | +0.07% | −0.51% | +0.58% |
| Jan-2026 | −2.96% | −3.04% | +0.08% |
| Dec-2025 | −4.30% | −0.28% | −4.02% |
| Nov-2025 | −2.47% | +1.92% | −4.39% |
| Oct-2025 | +2.13% | +4.62% | −2.49% |
| Sep-2025 | +2.91% | +1.24% | +1.67% |
| Aug-2025 | −6.85% | −1.75% | −5.10% |
| Jul-2025 | −2.96% | −2.71% | −0.25% |
| Jun-2025 | +5.41% | +3.68% | +1.73% |
| May-2025 | +8.93% | +3.54% | +5.39% |
Strategy Details
APMI fact sheet
- Inception
- 11 Aug 2024
- Age
- 1.9 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.81×
- Turnover (1M)
- 0.06×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To achieve portfolio growth by investing in the best ideas from Flexicap and SmallMidcap Investment Approaches
Fund Managers
2 managers
Name
MANISH GUPTA
Name
VIRAJ MAHADEVIA
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
- Moneygrow Asset Private Limited
- Strategy
- MONEYGROW BLEND
- Benchmark
- Nifty 50 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.