PMS-3 Q5
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.73%
- 3M
- -0.91%
- 6M
- -4.08%
- 9M
- —
- 1Y
- -2.30%
- 2Y
- +1.50%
- 3Y
- +12.06%
- 4Y
- +12.28%
- 5Y
- +10.52%
- Since Inception
- +11.75%
- Strategy AUM
- ₹46 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.73% | −1.72% | +2.45% |
| 3 Months | −0.91% | −6.30% | +5.39% |
| 6 Months | −4.08% | −9.87% | +5.79% |
| 1 Year | −2.30% | −3.84% | +1.54% |
| 2 Years | +1.50% | +3.35% | −1.85% |
| 3 Years | +12.06% | +9.53% | +2.53% |
| 4 Years | +12.28% | +10.37% | +1.91% |
| 5 Years | +10.52% | +9.87% | +0.65% |
| Since Inception | +11.75% | +14.10% | −2.35% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.73% | −1.72% | +2.45% |
| Apr-2026 | +12.80% | +7.49% | +5.31% |
| Mar-2026 | −12.80% | −11.30% | −1.50% |
| Feb-2026 | +1.60% | −0.51% | +2.11% |
| Jan-2026 | −2.73% | −3.04% | +0.31% |
| Dec-2025 | −2.05% | −0.28% | −1.77% |
| Nov-2025 | −1.28% | +1.92% | −3.20% |
| Oct-2025 | +2.01% | +4.62% | −2.61% |
| Sep-2025 | +2.54% | +0.77% | +1.77% |
| Aug-2025 | −2.21% | −1.21% | −1.00% |
| Jul-2025 | −2.02% | −2.77% | +0.75% |
| Jun-2025 | +2.94% | +3.37% | −0.43% |
| May-2025 | +7.38% | +1.92% | +5.46% |
Strategy Details
APMI fact sheet
- Inception
- 01 Apr 2007
- Age
- 19.2 Years
- Min. investment
- ₹5,00,000
- Turnover (1Y)
- —
- Turnover (1M)
- —
- Product
- Equity
Asset classes
Investment objective
MODEL00003
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-3 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.