PRIME PICKS
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.89%
- 3M
- -3.64%
- 6M
- -8.10%
- 9M
- —
- 1Y
- -6.63%
- 2Y
- -2.44%
- 3Y
- +9.74%
- 4Y
- +11.47%
- 5Y
- +9.57%
- Since Inception
- +9.92%
- Strategy AUM
- ₹271 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.89% | −0.17% | −0.72% |
| 3 Months | −3.64% | −2.34% | −1.30% |
| 6 Months | −8.10% | −5.39% | −2.71% |
| 1 Year | −6.63% | −0.07% | −6.56% |
| 2 Years | −2.44% | +4.14% | −6.58% |
| 3 Years | +9.74% | +13.45% | −3.71% |
| 4 Years | +11.47% | +13.30% | −1.83% |
| 5 Years | +9.57% | +12.28% | −2.71% |
| Since Inception | +9.92% | +13.13% | −3.21% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.89% | −0.17% | −0.72% |
| Apr-2026 | +7.90% | +10.38% | −2.48% |
| Mar-2026 | −10.80% | −11.37% | +0.57% |
| Feb-2026 | −0.12% | +0.45% | −0.57% |
| Jan-2026 | −2.94% | −3.34% | +0.40% |
| Dec-2025 | −1.62% | +0.24% | −1.86% |
| Nov-2025 | +0.46% | +0.96% | −0.50% |
| Oct-2025 | +4.25% | +4.27% | −0.02% |
| Sep-2025 | +1.04% | +1.24% | −0.20% |
| Aug-2025 | −4.05% | −1.75% | −2.30% |
| Jul-2025 | +2.30% | −2.71% | +5.01% |
| Jun-2025 | +2.42% | +3.68% | −1.26% |
| May-2025 | +4.38% | +3.54% | +0.84% |
Strategy Details
APMI fact sheet
- Inception
- 25 Jun 2018
- Age
- 7.11 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 25.01×
- Turnover (1M)
- 2.93×
- Product
- Equity
as of 30 Sept 2023
Asset classes
Investment objective
Prime Picks follows a dual investment (2 distinct portfolios in one approach, which combines the benefits of secular proven growth story (Quality Portfolio) and also benefits from investing in multi-baggers, turnaround, special situation and other opportunities (Alpha Portfolio). The portfolio endeavors to delivers superior risk adjusted returns across market cycles through a well defined stock selection process and balanced allocation between Quality and Alpha
Fund Managers
1 manager
Name
Gaurav Dua
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Plan - A- Fees - 0%-2% p.a. on corpus + Txs Brkg - 0.1% - 0.5% + Stat Plan - B- Fees-0%-2%p.a. on corpus + txs 0.1%-0.5%+stat Plan -C Fees- 0%-1% p.a. on corpus +txs Brkg -0.1% + stat
- Variable fees
- Hurdle -Pan -A 18 %, Plan- B 15%, Plan-C 12% Profit Sharing - 20% post hurdle rate.
- Exit load
- Pan -A - NIL Plan B and C - 1Year- 3% 2Year- 2% 3Year-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
- Sharekhan Limited
- Strategy
- PRIME PICKS
- 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.