Prudent Equity Growth Strategy
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.23%
- 3M
- +6.20%
- 6M
- +0.44%
- 9M
- —
- 1Y
- +3.41%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -0.29%
- Strategy AUM
- ₹30 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.23% | −0.17% | +0.40% |
| 3 Months | +6.20% | −2.34% | +8.54% |
| 6 Months | +0.44% | −5.39% | +5.83% |
| 1 Year | +3.41% | −0.07% | +3.48% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 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 | −0.29% | +0.30% | −0.59% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.23% | −0.17% | +0.40% |
| Apr-2026 | +17.36% | +10.38% | +6.98% |
| Mar-2026 | −9.72% | −11.37% | +1.65% |
| Feb-2026 | +0.76% | +0.45% | +0.31% |
| Jan-2026 | −3.44% | −3.34% | −0.10% |
| Dec-2025 | −2.79% | −0.24% | −2.55% |
| Nov-2025 | −0.48% | +0.96% | −1.44% |
| Oct-2025 | +3.50% | +4.27% | −0.77% |
| Sep-2025 | +2.53% | +1.24% | +1.29% |
| Aug-2025 | −2.50% | −1.75% | −0.75% |
| Jul-2025 | −2.63% | −2.71% | +0.08% |
| Jun-2025 | +2.70% | +3.68% | −0.98% |
| May-2025 | +3.43% | +3.54% | −0.11% |
Strategy Details
APMI fact sheet
- Inception
- 02 Jul 2024
- Age
- 1.11 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.82×
- Turnover (1M)
- 0.06×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Value Oriented Growth Companies: Companies growing at high rates.Corporate Governance: Forensic Accounting, Capital Allocation, Treating minority at par. Margin Of Safety: Buying at a significant discount to estimated intrinsic value. Optimal Capital Structure: Highly leveraged companies, frequent equity dilution etc. are some of the traits which are avoided.
Fund Managers
1 manager
Name
Diwakar Rana
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC Charge : 1% p.a. Charged monthly on average AUM
- Variable fees
- Profit Sharing : 15% p.a.
- Exit load
- 1st Year : 3% 2nd Year : 0 3rd Year :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
- Prudent Equity Private Limited
- Strategy
- Prudent Equity Growth Strategy
- 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.