NUCLEUS
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +5.56%
- 3M
- +13.59%
- 6M
- +2.19%
- 9M
- —
- 1Y
- -6.66%
- 2Y
- -0.53%
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -0.53%
- Strategy AUM
- ₹64 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +5.56% | −0.28% | +5.84% |
| 3 Months | +13.59% | −2.49% | +16.08% |
| 6 Months | +2.19% | −5.61% | +7.80% |
| 1 Year | −6.66% | −1.11% | −5.55% |
| 2 Years | −0.53% | +3.06% | −3.59% |
| 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 | −0.53% | +3.06% | −3.59% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +5.56% | −0.28% | +5.84% |
| Apr-2026 | +18.36% | +8.23% | +10.13% |
| Mar-2026 | −9.07% | −11.40% | +2.33% |
| Feb-2026 | +1.84% | +2.42% | −0.58% |
| Jan-2026 | −8.19% | −3.50% | −4.69% |
| Dec-2025 | −3.61% | −0.22% | −3.39% |
| Nov-2025 | −5.82% | +0.86% | −6.68% |
| Oct-2025 | +2.61% | +3.33% | −0.72% |
| Sep-2025 | +3.81% | +0.10% | +3.71% |
| Aug-2025 | −6.47% | −0.87% | −5.60% |
| Jul-2025 | −3.55% | −2.86% | −0.69% |
| Jun-2025 | +1.10% | +3.43% | −2.33% |
| May-2025 | +9.58% | +3.39% | +6.19% |
Strategy Details
APMI fact sheet
- Inception
- 01 Jun 2024
- Age
- 2.0 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.17×
- Turnover (1M)
- 0.00×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
1. This plan will make investments in 24-25 stocks 2. Stock selection would be based on companies where we expect revenue to growth between CAGR of 20% Plus.3. Holding Period of the investments could be upto 4 years and more 4. The portfolio is expected to outperform the benchmarked BSE 500 index.5. The fund manager may make other tactical decisions and have changes in the allocation in line with the overall objectives of protecting the investors interests6. The Objective is to invest in apparently undervalued companies which will benefit with the improvement in the economic cycle. Consequently we would expect the portfolio to outperform the benchmarked BSE 500
Fund Managers
1 manager
Name
ROHAN GHALLA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 1.75
- Variable fees
- 0
- Exit load
- 0-2 YEARS-2%
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
- Ghalla Bhansali Stock Brokers Pvt Ltd
- Strategy
- NUCLEUS
- 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.