Multicap Strategy
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.62%
- 3M
- +0.62%
- 6M
- -2.33%
- 9M
- —
- 1Y
- +1.34%
- 2Y
- +4.92%
- 3Y
- +14.33%
- 4Y
- +16.14%
- 5Y
- +15.50%
- Since Inception
- +14.42%
- Strategy AUM
- ₹277 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.62% | −0.17% | −0.45% |
| 3 Months | +0.62% | −2.34% | +2.96% |
| 6 Months | −2.33% | −5.39% | +3.06% |
| 1 Year | +1.34% | −0.07% | +1.41% |
| 2 Years | +4.92% | +4.14% | +0.78% |
| 3 Years | +14.33% | +13.46% | +0.87% |
| 4 Years | +16.14% | +13.31% | +2.83% |
| 5 Years | +15.50% | +12.29% | +3.21% |
| Since Inception | +14.42% | +14.38% | +0.04% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.62% | −0.17% | −0.45% |
| Apr-2026 | +9.71% | +10.38% | −0.67% |
| Mar-2026 | −7.71% | −11.37% | +3.66% |
| Feb-2026 | +0.59% | +0.45% | +0.14% |
| Jan-2026 | −2.75% | −3.34% | +0.59% |
| Dec-2025 | −0.77% | −0.24% | −0.53% |
| Nov-2025 | +1.08% | +0.96% | +0.12% |
| Oct-2025 | +4.31% | +4.27% | +0.04% |
| Sep-2025 | +0.74% | +1.24% | −0.50% |
| Aug-2025 | −3.11% | −1.75% | −1.36% |
| Jul-2025 | −2.65% | −2.71% | +0.06% |
| Jun-2025 | +3.53% | +3.68% | −0.15% |
| May-2025 | +5.47% | +3.54% | +1.93% |
Strategy Details
APMI fact sheet
- Inception
- 18 Jan 2005
- Age
- 21.4 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.23×
- Turnover (1M)
- 0.00×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Generate consistent long-term wealth
Fund Managers
1 manager
Name
SATISH KANTHETI
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
- Zen Wealth Management Services Ltd
- Strategy
- Multicap Strategy
- 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.