PMS-1 Q8
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.47%
- 3M
- -2.88%
- 6M
- -2.20%
- 9M
- —
- 1Y
- +2.31%
- 2Y
- +3.60%
- 3Y
- +12.42%
- 4Y
- +14.03%
- 5Y
- +11.58%
- Since Inception
- +9.64%
- Strategy AUM
- ₹1 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.47% | −1.72% | +1.25% |
| 3 Months | −2.88% | −6.30% | +3.42% |
| 6 Months | −2.20% | −9.87% | +7.67% |
| 1 Year | +2.31% | −3.84% | +6.15% |
| 2 Years | +3.60% | +3.35% | +0.25% |
| 3 Years | +12.42% | +9.53% | +2.89% |
| 4 Years | +14.03% | +10.37% | +3.66% |
| 5 Years | +11.58% | +9.87% | +1.71% |
| Since Inception | +9.64% | +9.09% | +0.55% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.47% | −1.72% | +1.25% |
| Apr-2026 | +11.15% | +7.49% | +3.66% |
| Mar-2026 | −12.21% | −11.30% | −0.91% |
| Feb-2026 | +1.37% | −0.51% | +1.88% |
| Jan-2026 | +0.52% | −3.04% | +3.56% |
| Dec-2025 | −1.17% | −0.28% | −0.89% |
| Nov-2025 | −0.37% | +1.92% | −2.29% |
| Oct-2025 | +3.17% | +4.62% | −1.45% |
| Sep-2025 | +2.80% | +0.77% | +2.03% |
| Aug-2025 | −1.27% | −1.21% | −0.06% |
| Jul-2025 | −1.72% | −2.77% | +1.05% |
| Jun-2025 | +2.04% | +3.37% | −1.33% |
| May-2025 | +6.82% | +1.92% | +4.90% |
Strategy Details
APMI fact sheet
- Inception
- 18 Jan 2008
- Age
- 18.4 Years
- Min. investment
- ₹5,00,000
- Turnover (1Y)
- —
- Turnover (1M)
- —
- Product
- Equity
Asset classes
Investment objective
MODEL00001
Fund Managers
1 manager
Name
PARVATHI PALANIAPPAN
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹5,00,000
- 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
- Chona Financial Services Limited
- Strategy
- PMS-1 Q8
- 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.