S.E.L.F
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +8.24%
- 3M
- +18.74%
- 6M
- +19.76%
- 9M
- —
- 1Y
- +35.05%
- 2Y
- +24.72%
- 3Y
- +24.64%
- 4Y
- +20.37%
- 5Y
- +17.96%
- Since Inception
- +18.32%
- Strategy AUM
- ₹1,001 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +8.24% | −0.17% | +8.41% |
| 3 Months | +18.74% | −2.34% | +21.08% |
| 6 Months | +19.76% | −5.39% | +25.15% |
| 1 Year | +35.05% | −0.07% | +35.12% |
| 2 Years | +24.72% | +4.14% | +20.58% |
| 3 Years | +24.64% | +13.46% | +11.18% |
| 4 Years | +20.37% | +13.31% | +7.06% |
| 5 Years | +17.96% | +12.29% | +5.67% |
| Since Inception | +18.32% | +12.06% | +6.26% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +8.24% | −0.17% | +8.41% |
| Apr-2026 | +22.23% | +10.38% | +11.85% |
| Mar-2026 | −10.25% | −11.37% | +1.12% |
| Feb-2026 | +6.91% | +0.45% | +6.46% |
| Jan-2026 | −1.51% | −3.34% | +1.83% |
| Dec-2025 | −4.21% | −0.24% | −3.97% |
| Nov-2025 | +2.22% | +0.96% | +1.26% |
| Oct-2025 | +8.36% | +4.27% | +4.09% |
| Sep-2025 | +3.41% | +1.24% | +2.17% |
| Aug-2025 | −1.05% | −1.75% | +0.70% |
| Jul-2025 | −4.22% | −2.71% | −1.51% |
| Jun-2025 | +3.90% | +3.68% | +0.22% |
| May-2025 | +8.25% | +3.54% | +4.71% |
Strategy Details
APMI fact sheet
- Inception
- 01 Jun 2010
- Age
- 16.0 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.26×
- Turnover (1M)
- 0.03×
- 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
- 1% FOR 1 YEAR
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
- S.E.L.F
- 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.