PMS-2 Q5
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +2.40%
- 3M
- +4.53%
- 6M
- -0.28%
- 9M
- —
- 1Y
- +4.09%
- 2Y
- +2.40%
- 3Y
- +10.54%
- 4Y
- +11.79%
- 5Y
- +7.87%
- Since Inception
- +13.43%
- Strategy AUM
- ₹3 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +2.40% | −1.72% | +4.12% |
| 3 Months | +4.53% | −6.30% | +10.83% |
| 6 Months | −0.28% | −9.87% | +9.59% |
| 1 Year | +4.09% | −3.84% | +7.93% |
| 2 Years | +2.40% | +3.35% | −0.95% |
| 3 Years | +10.54% | +9.53% | +1.01% |
| 4 Years | +11.79% | +10.37% | +1.42% |
| 5 Years | +7.87% | +9.87% | −2.00% |
| Since Inception | +13.43% | +12.68% | +0.75% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +2.40% | −1.72% | +4.12% |
| Apr-2026 | +16.84% | +7.49% | +9.35% |
| Mar-2026 | −12.64% | −11.30% | −1.34% |
| Feb-2026 | +0.82% | −0.51% | +1.33% |
| Jan-2026 | −3.24% | −3.04% | −0.20% |
| Dec-2025 | −2.21% | −0.28% | −1.93% |
| Nov-2025 | −1.09% | +1.92% | −3.01% |
| Oct-2025 | +2.74% | +4.62% | −1.88% |
| Sep-2025 | +3.88% | +0.77% | +3.11% |
| Aug-2025 | −1.82% | −1.21% | −0.61% |
| Jul-2025 | −1.66% | −2.77% | +1.11% |
| Jun-2025 | +2.43% | +3.37% | −0.94% |
| May-2025 | +8.13% | +1.92% | +6.21% |
Strategy Details
APMI fact sheet
- Inception
- 21 Feb 2011
- Age
- 15.3 Years
- Min. investment
- ₹5,00,000
- Turnover (1Y)
- —
- Turnover (1M)
- —
- Product
- Equity
Asset classes
Investment objective
MODEL00002
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-2 Q5
- 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.