Proud Portfolio
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.91%
- 3M
- -0.04%
- 6M
- -13.83%
- 9M
- —
- 1Y
- -7.22%
- 2Y
- +1.79%
- 3Y
- +6.32%
- 4Y
- —
- 5Y
- —
- Since Inception
- +7.29%
- Strategy AUM
- ₹98 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.91% | −0.17% | +1.08% |
| 3 Months | −0.04% | −2.34% | +2.30% |
| 6 Months | −13.83% | −5.39% | −8.44% |
| 1 Year | −7.22% | −0.07% | −7.15% |
| 2 Years | +1.79% | +4.14% | −2.35% |
| 3 Years | +6.32% | +13.46% | −7.14% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +7.29% | +13.94% | −6.65% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.91% | −0.17% | +1.08% |
| Apr-2026 | +11.97% | +10.38% | +1.59% |
| Mar-2026 | −11.53% | −11.37% | −0.16% |
| Feb-2026 | −3.71% | +0.45% | −4.16% |
| Jan-2026 | −8.50% | −3.34% | −5.16% |
| Dec-2025 | −2.16% | −0.24% | −1.92% |
| Nov-2025 | +1.24% | +0.96% | +0.28% |
| Oct-2025 | +3.78% | +4.27% | −0.49% |
| Sep-2025 | −1.01% | +1.24% | −2.25% |
| Aug-2025 | +1.52% | −1.75% | +3.27% |
| Jul-2025 | −0.80% | −2.71% | +1.91% |
| Jun-2025 | +2.81% | +3.68% | −0.87% |
| May-2025 | +3.28% | +3.54% | −0.26% |
Strategy Details
APMI fact sheet
- Inception
- 09 May 2023
- Age
- 3.0 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.61×
- Turnover (1M)
- 0.02×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Long Term Growth
Fund Managers
1 manager
Name
Raghvendra Nath
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 1) Fixed - 2% or 2) Fixed 1% plus 15% profit sharing over a hurdle rate of 8%
- Variable fees
- Profit Sharing 15%
- Exit load
- 0
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
- Ladderup Asset Managers Private Limited
- Strategy
- Proud 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.