PRUDENCE
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +7.27%
- 3M
- +9.18%
- 6M
- +14.31%
- 9M
- —
- 1Y
- +12.10%
- 2Y
- +16.79%
- 3Y
- +15.47%
- 4Y
- +13.24%
- 5Y
- +11.81%
- Since Inception
- +17.14%
- Strategy AUM
- ₹1,656 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +7.27% | −0.17% | +7.44% |
| 3 Months | +9.18% | −2.34% | +11.52% |
| 6 Months | +14.31% | −5.39% | +19.70% |
| 1 Year | +12.10% | −0.07% | +12.17% |
| 2 Years | +16.79% | +4.14% | +12.65% |
| 3 Years | +15.47% | +13.46% | +2.01% |
| 4 Years | +13.24% | +13.31% | −0.07% |
| 5 Years | +11.81% | +12.29% | −0.48% |
| Since Inception | +17.14% | +14.29% | +2.85% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +7.27% | −0.17% | +7.44% |
| Apr-2026 | +16.84% | +10.38% | +6.46% |
| Mar-2026 | −12.89% | −11.37% | −1.52% |
| Feb-2026 | +6.18% | +0.45% | +5.73% |
| Jan-2026 | −1.51% | −3.34% | +1.83% |
| Dec-2025 | +0.11% | −0.24% | +0.35% |
| Nov-2025 | −1.56% | +0.96% | −2.52% |
| Oct-2025 | +1.46% | +4.27% | −2.81% |
| Sep-2025 | +1.24% | +1.24% | +0.00% |
| Aug-2025 | −2.77% | −1.75% | −1.02% |
| Jul-2025 | −1.95% | −2.71% | +0.76% |
| Jun-2025 | +1.72% | +3.68% | −1.96% |
| May-2025 | +6.81% | +3.54% | +3.27% |
Strategy Details
APMI fact sheet
- Inception
- 11 May 2016
- Age
- 10.0 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.42×
- Turnover (1M)
- 0.04×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To invest in companies that have strong tailwinds for growth, are a quality franchiseand are available at a reasonable valuation
Fund Managers
1 manager
Name
MANISH GUPTA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC CHARGE-1.25%, 1.5%, 1.75%, 2% P.A- SUBJECT TO FUNDS INFUSED
- Variable fees
- AMC CHARGE- 1% FIXED FEE P.A- 12% HURDLE-20% PROFIT AT END OF 36 MONTHS 1% FIXED FEE P.A- 12% HURLDE DATE- 20% PROFIT SHARE AT END OF 36 MONTHS
- Exit load
- Not disclosed
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
- Solidarity Advisors Private Limited
- Strategy
- PRUDENCE
- 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.