QUANT
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.42%
- 3M
- -4.13%
- 6M
- -2.93%
- 9M
- —
- 1Y
- +4.51%
- 2Y
- +3.57%
- 3Y
- +8.92%
- 4Y
- +9.76%
- 5Y
- +9.19%
- Since Inception
- +8.59%
- Strategy AUM
- ₹56 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.42% | −0.17% | −0.25% |
| 3 Months | −4.13% | −2.34% | −1.79% |
| 6 Months | −2.93% | −5.39% | +2.46% |
| 1 Year | +4.51% | −0.07% | +4.58% |
| 2 Years | +3.57% | +4.14% | −0.57% |
| 3 Years | +8.92% | +13.46% | −4.54% |
| 4 Years | +9.76% | +13.31% | −3.55% |
| 5 Years | +9.19% | +12.29% | −3.10% |
| Since Inception | +8.59% | +12.40% | −3.81% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.42% | −0.17% | −0.25% |
| Apr-2026 | +7.74% | +10.38% | −2.64% |
| Mar-2026 | −10.63% | −11.37% | +0.74% |
| Feb-2026 | +3.02% | +0.45% | +2.57% |
| Jan-2026 | −1.73% | −3.34% | +1.61% |
| Dec-2025 | +0.01% | −0.24% | +0.25% |
| Nov-2025 | +1.97% | +0.96% | +1.01% |
| Oct-2025 | +4.50% | +4.27% | +0.23% |
| Sep-2025 | +1.42% | +1.24% | +0.18% |
| Aug-2025 | −1.07% | −1.75% | +0.68% |
| Jul-2025 | −2.66% | −2.71% | +0.05% |
| Jun-2025 | +3.45% | +3.68% | −0.23% |
| May-2025 | +3.58% | +3.54% | +0.04% |
Strategy Details
APMI fact sheet
- Inception
- 01 Aug 2008
- Age
- 17.10 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.41×
- Turnover (1M)
- 0.09×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
CAPITAL APPRECIATION
Fund Managers
1 manager
Name
Mr Karthik Athreya
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC : 2.5 %
- Variable fees
- AMC : 1.5 % HURDLE RATE : 10% PERFORMANCE FEES : 20%
- Exit load
- 1ST YEAR : 1 %
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
- Sundaram Alternate Assets Limited
- Strategy
- QUANT
- 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.