S.I.T.P
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +8.62%
- 3M
- +18.27%
- 6M
- +18.56%
- 9M
- —
- 1Y
- +30.82%
- 2Y
- +25.22%
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +24.68%
- Strategy AUM
- ₹10 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +8.62% | −0.17% | +8.79% |
| 3 Months | +18.27% | −2.34% | +20.61% |
| 6 Months | +18.56% | −5.39% | +23.95% |
| 1 Year | +30.82% | −0.07% | +30.89% |
| 2 Years | +25.22% | +4.14% | +21.08% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +24.68% | +7.67% | +17.01% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +8.62% | −0.17% | +8.79% |
| Apr-2026 | +21.80% | +10.38% | +11.42% |
| Mar-2026 | −10.60% | −11.37% | +0.77% |
| Feb-2026 | +6.82% | +0.45% | +6.37% |
| Jan-2026 | −3.61% | −3.34% | −0.27% |
| Dec-2025 | −2.64% | −0.24% | −2.40% |
| Nov-2025 | +1.52% | +0.96% | +0.56% |
| Oct-2025 | +6.64% | +4.27% | +2.37% |
| Sep-2025 | +2.76% | +1.24% | +1.52% |
| Aug-2025 | −1.36% | −1.75% | +0.39% |
| Jul-2025 | −3.03% | −2.71% | −0.32% |
| Jun-2025 | +3.71% | +3.68% | +0.03% |
| May-2025 | +9.01% | +3.54% | +5.47% |
Strategy Details
APMI fact sheet
- Inception
- 01 Dec 2023
- Age
- 2.6 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.58×
- Turnover (1M)
- 0.07×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To generate Capital Appreciation
Fund Managers
1 manager
Name
Mr Darshan Engineer
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 2.50% p.a.
- Variable fees
- Opex: 0.5%
- 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
- S.I.T.P
- 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.