MULTICAP
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +5.81%
- 3M
- +7.15%
- 6M
- +6.34%
- 9M
- —
- 1Y
- +5.67%
- 2Y
- +8.81%
- 3Y
- +12.08%
- 4Y
- +8.79%
- 5Y
- —
- Since Inception
- +6.21%
- Strategy AUM
- ₹2 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +5.81% | −0.17% | +5.98% |
| 3 Months | +7.15% | −2.34% | +9.49% |
| 6 Months | +6.34% | −5.39% | +11.73% |
| 1 Year | +5.67% | −0.07% | +5.74% |
| 2 Years | +8.81% | +4.14% | +4.67% |
| 3 Years | +12.08% | +13.46% | −1.38% |
| 4 Years | +8.79% | +13.31% | −4.52% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +6.21% | +9.86% | −3.65% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +5.81% | −0.17% | +5.98% |
| Apr-2026 | +14.64% | +10.38% | +4.26% |
| Mar-2026 | −11.67% | −11.37% | −0.30% |
| Feb-2026 | +0.12% | +0.45% | −0.33% |
| Jan-2026 | −0.57% | −3.34% | +2.77% |
| Dec-2025 | −0.31% | −0.24% | −0.07% |
| Nov-2025 | −1.36% | +0.96% | −2.32% |
| Oct-2025 | +1.25% | +4.27% | −3.02% |
| Sep-2025 | +1.68% | +1.24% | +0.44% |
| Aug-2025 | −2.90% | −1.75% | −1.15% |
| Jul-2025 | −2.53% | −2.22% | −0.31% |
| Jun-2025 | +3.39% | +3.68% | −0.29% |
| May-2025 | +6.20% | +3.54% | +2.66% |
Strategy Details
APMI fact sheet
- Inception
- 05 Oct 2021
- Age
- 4.8 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.68×
- Turnover (1M)
- 0.09×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
TO GENERATE WEALTH FOR THE INVESTOR .
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
- MULTICAP
- 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.