PMS MOPE I
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- 0.00%
- 3M
- +4.48%
- 6M
- +4.48%
- 9M
- —
- 1Y
- +11.34%
- 2Y
- +11.16%
- 3Y
- +10.82%
- 4Y
- +7.43%
- 5Y
- +6.79%
- Since Inception
- +4.54%
- Strategy AUM
- ₹221 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.00% | −0.17% | +0.17% |
| 3 Months | +4.48% | −2.34% | +6.82% |
| 6 Months | +4.48% | −2.34% | +6.82% |
| 1 Year | +11.34% | −0.07% | +11.41% |
| 2 Years | +11.16% | +4.14% | +7.02% |
| 3 Years | +10.82% | +13.46% | −2.64% |
| 4 Years | +7.43% | +13.46% | −6.03% |
| 5 Years | +6.79% | +13.46% | −6.67% |
| Since Inception | +4.54% | +12.29% | −7.75% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.00% | −0.17% | +0.17% |
| Apr-2026 | +0.00% | +10.38% | −10.38% |
| Mar-2026 | +0.00% | −11.37% | +11.37% |
| Feb-2026 | +0.00% | +0.45% | −0.45% |
| Jan-2026 | +0.00% | −3.34% | +3.34% |
| Dec-2025 | +0.00% | −0.24% | +0.24% |
| Nov-2025 | +0.00% | +4.27% | −4.27% |
| Oct-2025 | +3.44% | +4.27% | −0.83% |
| Sep-2025 | +0.00% | +1.24% | −1.24% |
| Aug-2025 | +2.87% | −1.75% | +4.62% |
| Jul-2025 | +0.00% | −2.71% | +2.71% |
| Jun-2025 | +0.00% | +3.68% | −3.68% |
| May-2025 | +0.00% | +3.54% | −3.54% |
Strategy Details
APMI fact sheet
- Inception
- 26 Apr 2018
- Age
- 8.1 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.61×
- Turnover (1M)
- 0.00×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The primary investment objective is to achieve long-term capital appreciation by investing in equity and equity-linked instruments and/or debt and/or mezzanine or other instruments of Indian or India related companies.
Fund Managers
1 manager
Name
Vishal Tulsyan
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Upto 5% p.a.
- Variable fees
- AMC: 0% Hurdle: 10% Profit sharing: Upto 20%
- Exit load
- Upto 25% of the NAV of Investment based on the valuation report
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
- MO Alternate Investment Advisors Private Limited
- Strategy
- PMS MOPE I
- 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.