SAHASRAR CONCENTRATED GROWTH PORTFOLIO
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +3.98%
- 3M
- +15.96%
- 6M
- +12.92%
- 9M
- —
- 1Y
- +24.87%
- 2Y
- +39.31%
- 3Y
- +38.80%
- 4Y
- —
- 5Y
- —
- Since Inception
- +27.31%
- Strategy AUM
- ₹1,464 Cr
- Benchmark
- MSEI SX 40 TRI
Performance vs Benchmark
Strategy vs MSEI SX 40 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +3.98% | −2.12% | +6.10% |
| 3 Months | +15.96% | −6.59% | +22.55% |
| 6 Months | +12.92% | −10.57% | +23.49% |
| 1 Year | +24.87% | −5.92% | +30.79% |
| 2 Years | +39.31% | +1.30% | +38.01% |
| 3 Years | +38.80% | +7.25% | +31.55% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +27.31% | +10.15% | +17.16% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +3.98% | −2.12% | +6.10% |
| Apr-2026 | +26.59% | +7.64% | +18.95% |
| Mar-2026 | −11.90% | −11.34% | −0.56% |
| Feb-2026 | +7.75% | −0.84% | +8.59% |
| Jan-2026 | −9.87% | −3.04% | −6.83% |
| Dec-2025 | +0.27% | −0.42% | +0.69% |
| Nov-2025 | −2.25% | +1.97% | −4.22% |
| Oct-2025 | +3.48% | +4.09% | −0.61% |
| Sep-2025 | +5.18% | +0.78% | +4.40% |
| Aug-2025 | −4.02% | −1.69% | −2.33% |
| Jul-2025 | +0.74% | −2.96% | +3.70% |
| Jun-2025 | +7.50% | +3.09% | +4.41% |
| May-2025 | +11.91% | +1.92% | +9.99% |
Strategy Details
APMI fact sheet
- Inception
- 20 Jun 2022
- Age
- 3.11 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.46×
- Turnover (1M)
- 0.08×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To generate superior risk adjusted returns for the Clients, based on bottom up investing approach in the companies which fits into our investment framework which is sector agnostic and market cap agnostic.
Fund Managers
1 manager
Name
JEEVAN PATWA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Management Fees - 1% p.a., charged on quarterly basis
- Variable fees
- Performance fees - 15% p.a. above hurdle rate of 10% p.a.
- Exit load
- Nil
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
- Sahasrar Capital Pvt Ltd
- Strategy
- SAHASRAR CONCENTRATED GROWTH PORTFOLIO
- Benchmark
- MSEI SX 40 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.