PREMIER
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +11.68%
- 3M
- +16.40%
- 6M
- +0.08%
- 9M
- —
- 1Y
- -1.91%
- 2Y
- -0.39%
- 3Y
- +18.96%
- 4Y
- +18.96%
- 5Y
- +17.43%
- Since Inception
- +21.29%
- Strategy AUM
- ₹4 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +11.68% | −0.28% | +11.96% |
| 3 Months | +16.40% | −2.49% | +18.89% |
| 6 Months | +0.08% | −5.61% | +5.69% |
| 1 Year | −1.91% | −1.11% | −0.80% |
| 2 Years | −0.39% | +3.06% | −3.45% |
| 3 Years | +18.96% | +12.21% | +6.75% |
| 4 Years | +18.96% | +12.00% | +6.96% |
| 5 Years | +17.43% | +10.96% | +6.47% |
| Since Inception | +21.29% | +12.65% | +8.64% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +11.68% | −0.28% | +11.96% |
| Apr-2026 | +18.94% | +8.23% | +10.71% |
| Mar-2026 | −12.37% | −11.40% | −0.97% |
| Feb-2026 | −2.00% | +2.42% | −4.42% |
| Jan-2026 | −10.43% | −3.50% | −6.93% |
| Dec-2025 | −1.87% | −0.22% | −1.65% |
| Nov-2025 | −0.73% | +0.86% | −1.59% |
| Oct-2025 | +3.69% | +3.33% | +0.36% |
| Sep-2025 | −1.38% | +0.10% | −1.48% |
| Aug-2025 | −0.54% | −0.87% | +0.33% |
| Jul-2025 | −2.46% | −2.86% | +0.40% |
| Jun-2025 | −0.31% | +3.43% | −3.74% |
| May-2025 | +11.79% | +3.39% | +8.40% |
Strategy Details
APMI fact sheet
- Inception
- 04 Jul 2012
- Age
- 13.11 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.31×
- Turnover (1M)
- 0.01×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The objective of this product is to generate stable / minimum to high returns in the client�¢??s portfolio.
Fund Managers
1 manager
Name
ROHAN GHALLA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 1.25-2
- Variable fees
- Not disclosed
- Exit load
- 0-2 YEAR-2
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
- Ghalla Bhansali Stock Brokers Pvt Ltd
- Strategy
- PREMIER
- 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.