Prithvi Balance portfolio
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +4.48%
- 3M
- +20.40%
- 6M
- +16.03%
- 9M
- —
- 1Y
- +12.37%
- 2Y
- +7.94%
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +22.14%
- Strategy AUM
- ₹179 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +4.48% | −0.17% | +4.65% |
| 3 Months | +20.40% | −2.34% | +22.74% |
| 6 Months | +16.03% | −5.39% | +21.42% |
| 1 Year | +12.37% | −0.07% | +12.44% |
| 2 Years | +7.94% | +4.14% | +3.80% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +22.14% | +12.06% | +10.08% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 12 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +4.48% | −0.17% | +4.65% |
| Apr-2026 | +23.80% | +10.38% | +13.42% |
| Mar-2026 | −6.92% | −11.37% | +4.45% |
| Feb-2026 | +6.09% | +0.45% | +5.64% |
| Jan-2026 | −7.29% | −3.34% | −3.95% |
| Nov-2025 | −5.95% | +0.96% | −6.91% |
| Oct-2025 | +1.55% | +4.27% | −2.72% |
| Sep-2025 | +1.27% | +1.24% | +0.03% |
| Aug-2025 | −1.21% | −1.75% | +0.54% |
| Jul-2025 | −0.80% | −2.71% | +1.91% |
| Jun-2025 | +2.18% | +3.68% | −1.50% |
| May-2025 | +13.04% | +3.54% | +9.50% |
Strategy Details
APMI fact sheet
- Inception
- 11 Jul 2023
- Age
- 2.10 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.68×
- Turnover (1M)
- 0.19×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
PMS Trading
Fund Managers
1 manager
Name
Janak Kotecha
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- 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
- Prithvi Finmart Pvt.Ltd.
- Strategy
- Prithvi Balance portfolio
- 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.