Ohm Absolute
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +2.55%
- 3M
- +5.24%
- 6M
- -2.50%
- 9M
- —
- 1Y
- -1.18%
- 2Y
- +11.30%
- 3Y
- +11.55%
- 4Y
- +16.31%
- 5Y
- +17.01%
- Since Inception
- +17.08%
- Strategy AUM
- ₹45 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +2.55% | −1.72% | +4.27% |
| 3 Months | +5.24% | −6.30% | +11.54% |
| 6 Months | −2.50% | −9.87% | +7.37% |
| 1 Year | −1.18% | −3.84% | +2.66% |
| 2 Years | +11.30% | +3.35% | +7.95% |
| 3 Years | +11.55% | +9.52% | +2.03% |
| 4 Years | +16.31% | +10.36% | +5.95% |
| 5 Years | +17.01% | +9.87% | +7.14% |
| Since Inception | +17.08% | +10.40% | +6.68% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +2.55% | −1.72% | +4.27% |
| Apr-2026 | +9.43% | +7.49% | +1.94% |
| Mar-2026 | −6.22% | −11.30% | +5.08% |
| Feb-2026 | +0.82% | −0.51% | +1.33% |
| Jan-2026 | −6.20% | −3.04% | −3.16% |
| Dec-2025 | −2.04% | −0.28% | −1.76% |
| Nov-2025 | −0.08% | +1.92% | −2.00% |
| Oct-2025 | +3.09% | +4.62% | −1.53% |
| Sep-2025 | −4.22% | +0.77% | −4.99% |
| Aug-2025 | +0.88% | −1.21% | +2.09% |
| Jul-2025 | +1.75% | −2.77% | +4.52% |
| Jun-2025 | +0.08% | +3.37% | −3.29% |
| May-2025 | +6.36% | +1.92% | +4.44% |
Strategy Details
APMI fact sheet
- Inception
- 27 Mar 2008
- Age
- 18.2 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.48×
- Turnover (1M)
- 0.00×
- Product
- Equity,Plain Debt,Structured Debt,Derivatives,Mutual Fund,Others
as of 31 May 2026
Asset classes
Investment objective
â??Ohm Absoluteâ?? is an equity investment approach aiming to provide long term capital appreciation byprimarily investing into aggressive growth opportunities available across all market caps. Since theobjective of the approach is to pursue aggressive opportunities, the approach is designed for thoseinvestors who hold a long-term investment view and who accept undergoing of significant fluctuationsin the value of their investments in order to achieve fair enough long term returns. It is primarilyintended that the underlying investments made will be on a diversified basis. The Invetsment Approachwill be directly investing mainly in equities and equity-related investments. The portfolio under thisapproach may also include bonds, short term and long term deposits and other investments. The intendedasset allocation as aforesaid is for reference only and may be changed as and when the PortfolioManager deems appropriate.For efficient portfolio management, the portfolio of any underlying investments of this approach mayacquire or sell, financial futures contracts and financial option contracts for hedging purpose, mayengage in security lending, enter into repurchase agreements and may invest in other allowableinstruments as investment.
Fund Managers
1 manager
Name
JIGAR S VALIA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC Charge - 2% * Can be different subject to Board decision
- Variable fees
- Hurdle Rate - 8% 8%-15% Slab - 10% Profit Share 15%-25% Slab - 15% Profit Share 25% - 20% Profit Share * Can de different subject to Board decision
- Exit load
- 1 Year - 2% Exit Load 1 Year - NIL Exit Load
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
- Ohm Portfolio Equi Research Private Limited
- Strategy
- Ohm Absolute
- 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.