PMS details

    QODE TACTICAL FUND

    Portfolio Management Service
    Qode Advisors LLPvs BSE 500 TRIAPMIInvestment approach
    ₹32 Cr

    Strategy AUM

    +16.86%

    Trailing 1Y return

    Trailing Returns

    APMI · annualised beyond 1Y · as of 01 May 2026

    1M
    +3.16%
    3M
    +6.95%
    6M
    +12.42%
    9M
    1Y
    +16.86%
    2Y
    3Y
    4Y
    5Y
    Since Inception
    +17.93%
    Strategy AUM
    ₹32 Cr
    Benchmark
    BSE 500 TRI

    Performance vs Benchmark

    Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess

    PeriodStrategyBenchmarkAlpha
    1 Month+3.16%−0.17%+3.33%
    3 Months+6.95%−2.34%+9.29%
    6 Months+12.42%−5.39%+17.81%
    1 Year+16.86%−0.07%+16.93%
    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+17.93%+0.35%+17.58%

    Monthly Performance

    Growth of ₹100 invested · month-on-month · 13 months

    MonthStrategyBenchmarkAlpha
    May-2026+3.16%−0.17%+3.33%
    Apr-2026+5.19%+10.38%−5.19%
    Mar-2026−1.43%−11.37%+9.94%
    Feb-2026+5.96%+0.45%+5.51%
    Jan-2026+2.04%−3.34%+5.38%
    Dec-2025−2.78%−0.24%−2.54%
    Nov-2025+1.99%+0.96%+1.03%
    Oct-2025+3.14%+4.27%−1.13%
    Sep-2025+2.11%+1.24%+0.87%
    Aug-2025−1.67%−1.75%+0.08%
    Jul-2025−4.77%−2.71%−2.06%
    Jun-2025+3.35%+3.68%−0.33%
    May-2025+2.08%+3.54%−1.46%

    Strategy Details

    APMI fact sheet

    Inception
    28 Nov 2024
    Age
    1.6 Years
    Min. investment
    ₹50,00,000
    Turnover (1Y)
    1.21×

    as of 31 May 2026

    Turnover (1M)
    0.11×
    Product
    Equity

    Asset classes

    Equity

    Investment objective

    Qode Tactical Fund would be to generate alpha and high-risk adjusted returns for clients by following a systematic investing approach with an emphasis on momentum as a factor while designing the portfolio

    Fund Managers

    1 manager

    • Name

      Karan Salecha

    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
    Qode Advisors LLP
    Strategy
    QODE TACTICAL FUND
    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.