RAW PEARL
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +12.94%
- 3M
- +18.57%
- 6M
- +1.84%
- 9M
- —
- 1Y
- +1.14%
- 2Y
- +0.99%
- 3Y
- +21.30%
- 4Y
- +20.88%
- 5Y
- +19.61%
- Since Inception
- +22.97%
- Strategy AUM
- ₹16 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +12.94% | −0.28% | +13.22% |
| 3 Months | +18.57% | −2.49% | +21.06% |
| 6 Months | +1.84% | −5.61% | +7.45% |
| 1 Year | +1.14% | −1.11% | +2.25% |
| 2 Years | +0.99% | +3.06% | −2.07% |
| 3 Years | +21.30% | +12.21% | +9.09% |
| 4 Years | +20.88% | +12.00% | +8.88% |
| 5 Years | +19.61% | +10.96% | +8.65% |
| Since Inception | +22.97% | +12.65% | +10.32% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +12.94% | −0.28% | +13.22% |
| Apr-2026 | +19.77% | +8.23% | +11.54% |
| Mar-2026 | −12.34% | −11.40% | −0.94% |
| Feb-2026 | −3.45% | +2.42% | −5.87% |
| Jan-2026 | −10.30% | −3.50% | −6.80% |
| Dec-2025 | −0.64% | −0.22% | −0.42% |
| Nov-2025 | −1.30% | +0.86% | −2.16% |
| Oct-2025 | +4.91% | +3.33% | +1.58% |
| Sep-2025 | −1.18% | +0.10% | −1.28% |
| Aug-2025 | +0.52% | −0.87% | +1.39% |
| Jul-2025 | −2.78% | −2.86% | +0.08% |
| Jun-2025 | −0.50% | +3.43% | −3.93% |
| May-2025 | +12.62% | +3.39% | +9.23% |
Strategy Details
APMI fact sheet
- Inception
- 04 Jul 2012
- Age
- 13.11 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.30×
- Turnover (1M)
- 0.01×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The main objective of this product is to identify and invest the corpus of the clients in unidentified / unknown stock doing / generating good returns. We disclose the performance of this product in terms of absolute as well as XIRR returns along with the BSE 500 Indices.
Fund Managers
1 manager
Name
ROHAN GHALLA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 1.25-2
- Variable fees
- Not disclosed
- Exit load
- 0-2 YEAR-2
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
- Ghalla Bhansali Stock Brokers Pvt Ltd
- Strategy
- RAW PEARL
- 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.