Revelation India Opportunities Portfolio II
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.52%
- 3M
- +3.45%
- 6M
- -2.26%
- 9M
- —
- 1Y
- -0.34%
- 2Y
- +2.09%
- 3Y
- +13.33%
- 4Y
- —
- 5Y
- —
- Since Inception
- +14.28%
- Strategy AUM
- ₹100 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.52% | −0.17% | +1.69% |
| 3 Months | +3.45% | −2.34% | +5.79% |
| 6 Months | −2.26% | −5.39% | +3.13% |
| 1 Year | −0.34% | −0.07% | −0.27% |
| 2 Years | +2.09% | +4.14% | −2.05% |
| 3 Years | +13.33% | +13.46% | −0.13% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +14.28% | +14.00% | +0.28% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.52% | −0.17% | +1.69% |
| Apr-2026 | +12.63% | +10.38% | +2.25% |
| Mar-2026 | −9.53% | −11.37% | +1.84% |
| Feb-2026 | +1.34% | +0.45% | +0.89% |
| Jan-2026 | −5.92% | −3.34% | −2.58% |
| Dec-2025 | −0.90% | −0.24% | −0.66% |
| Nov-2025 | −0.29% | +0.96% | −1.25% |
| Oct-2025 | +4.23% | +4.27% | −0.04% |
| Sep-2025 | −0.22% | +1.24% | −1.46% |
| Aug-2025 | −3.55% | −1.75% | −1.80% |
| Jul-2025 | −1.80% | −2.71% | +0.91% |
| Jun-2025 | +3.82% | +3.68% | +0.14% |
| May-2025 | +4.83% | +3.54% | +1.29% |
Strategy Details
APMI fact sheet
- Inception
- 25 May 2023
- Age
- 3.0 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.22×
- Turnover (1M)
- 0.01×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The portfolio would aim to invest in growth oriented companies with sustainable business models backed by strong management capabilities with a mix of small, medium, and large capitalization companies. It endeavours to generate long term capital appreciation by investing in stocks across various sectors. The Investment horizon will be 5 to 8 years. The actual portfolio management style will vary in line with each client profile with regard to his risk tolerance levels and specific preferences or concerns.
Fund Managers
1 manager
Name
MANISH BIPIN SHAH
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
- Revelation Portfolio Management Pvt Ltd
- Strategy
- Revelation India Opportunities Portfolio II
- 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.