RISING STAR
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +5.73%
- 3M
- +18.64%
- 6M
- +21.96%
- 9M
- —
- 1Y
- +37.16%
- 2Y
- +23.45%
- 3Y
- +17.80%
- 4Y
- +17.12%
- 5Y
- +16.94%
- Since Inception
- +15.14%
- Strategy AUM
- ₹107 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +5.73% | −0.17% | +5.90% |
| 3 Months | +18.64% | −2.34% | +20.98% |
| 6 Months | +21.96% | −5.39% | +27.35% |
| 1 Year | +37.16% | −0.07% | +37.23% |
| 2 Years | +23.45% | +4.14% | +19.31% |
| 3 Years | +17.80% | +13.46% | +4.34% |
| 4 Years | +17.12% | +13.31% | +3.81% |
| 5 Years | +16.94% | +12.29% | +4.65% |
| Since Inception | +15.14% | +12.10% | +3.04% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +5.73% | −0.17% | +5.90% |
| Apr-2026 | +22.20% | +10.38% | +11.82% |
| Mar-2026 | −8.17% | −11.37% | +3.20% |
| Feb-2026 | +6.54% | +0.45% | +6.09% |
| Jan-2026 | +0.00% | −3.34% | +3.34% |
| Dec-2025 | −3.52% | −0.24% | −3.28% |
| Nov-2025 | −0.73% | +0.96% | −1.69% |
| Oct-2025 | +10.50% | +4.27% | +6.23% |
| Sep-2025 | +3.14% | +1.24% | +1.90% |
| Aug-2025 | −0.33% | −1.75% | +1.42% |
| Jul-2025 | −3.82% | −2.71% | −1.11% |
| Jun-2025 | +3.70% | +3.68% | +0.02% |
| May-2025 | +9.70% | +3.54% | +6.16% |
Strategy Details
APMI fact sheet
- Inception
- 01 Nov 2009
- Age
- 16.7 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.40×
- Turnover (1M)
- 0.07×
- 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% PERFROMANCE 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
- RISING STAR
- 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.