PMSAGGRESSIVE
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +5.57%
- 3M
- +12.77%
- 6M
- +2.78%
- 9M
- —
- 1Y
- +4.64%
- 2Y
- -2.85%
- 3Y
- +22.02%
- 4Y
- +21.32%
- 5Y
- +15.60%
- Since Inception
- +13.21%
- Strategy AUM
- ₹401 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +5.57% | −0.17% | +5.74% |
| 3 Months | +12.77% | −2.34% | +15.11% |
| 6 Months | +2.78% | −5.39% | +8.17% |
| 1 Year | +4.64% | −0.07% | +4.71% |
| 2 Years | −2.85% | +4.14% | −6.99% |
| 3 Years | +22.02% | +13.46% | +8.56% |
| 4 Years | +21.32% | +13.31% | +8.01% |
| 5 Years | +15.60% | +12.29% | +3.31% |
| Since Inception | +13.21% | +13.11% | +0.10% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +5.57% | −0.17% | +5.74% |
| Apr-2026 | +18.88% | +10.38% | +8.50% |
| Mar-2026 | −10.14% | −11.37% | +1.23% |
| Feb-2026 | +5.15% | +0.45% | +4.70% |
| Jan-2026 | −9.03% | −3.34% | −5.69% |
| Dec-2025 | −4.72% | −0.24% | −4.48% |
| Nov-2025 | −0.19% | +0.96% | −1.15% |
| Oct-2025 | +5.15% | +4.27% | +0.88% |
| Sep-2025 | +0.43% | +1.24% | −0.81% |
| Aug-2025 | −4.85% | −1.75% | −3.10% |
| Jul-2025 | +0.43% | −2.71% | +3.14% |
| Jun-2025 | +1.07% | +3.68% | −2.61% |
| May-2025 | +14.39% | +3.54% | +10.85% |
Strategy Details
APMI fact sheet
- Inception
- 23 Oct 2015
- Age
- 10.7 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 1.49×
- Turnover (1M)
- 0.24×
- Product
- Derivatives,Equity,Mutual Fund
as of 31 May 2026
Asset classes
Investment objective
Focus on wealth creation across multiple business and market cycles using multi-stylestrategies focusing on all capitalizations (large, mid and small) with a bias towards fast growingand promising businesses.
Fund Managers
1 manager
Name
M Prabhkar Kudva
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC Charges : 2.50% Profit Sharing : Nil
- Variable fees
- AMC : 0.50% Hurdle : 10% Profit Sharing : 20%
- Exit load
- 1st Year : 3% 2nd Year : 2% 3rd Year : 1%
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
- Samvitti Capital Private Limited
- Strategy
- PMSAGGRESSIVE
- 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.