Sankhya India Portfolio
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.45%
- 3M
- +2.49%
- 6M
- +0.65%
- 9M
- —
- 1Y
- +3.04%
- 2Y
- +3.23%
- 3Y
- +12.23%
- 4Y
- +11.14%
- 5Y
- +11.05%
- Since Inception
- +13.37%
- Strategy AUM
- ₹9 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.45% | −0.17% | +1.62% |
| 3 Months | +2.49% | −2.34% | +4.83% |
| 6 Months | +0.65% | −5.39% | +6.04% |
| 1 Year | +3.04% | −0.07% | +3.11% |
| 2 Years | +3.23% | +4.14% | −0.91% |
| 3 Years | +12.23% | +13.46% | −1.23% |
| 4 Years | +11.14% | +13.31% | −2.17% |
| 5 Years | +11.05% | +12.29% | −1.24% |
| Since Inception | +13.37% | +12.50% | +0.87% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.45% | −0.17% | +1.62% |
| Apr-2026 | +7.37% | +10.38% | −3.01% |
| Mar-2026 | −5.91% | −11.37% | +5.46% |
| Feb-2026 | −2.72% | +0.45% | −3.17% |
| Jan-2026 | −0.64% | −3.34% | +2.70% |
| Dec-2025 | +1.59% | −0.24% | +1.83% |
| Nov-2025 | +1.52% | +0.96% | +0.56% |
| Oct-2025 | +2.33% | +4.27% | −1.94% |
| Sep-2025 | −0.59% | +1.24% | −1.83% |
| Aug-2025 | −1.43% | −1.75% | +0.32% |
| Jul-2025 | −2.44% | −2.71% | +0.27% |
| Jun-2025 | +3.08% | +3.68% | −0.60% |
| May-2025 | +3.95% | +3.54% | +0.41% |
Strategy Details
APMI fact sheet
- Inception
- 17 Oct 2017
- Age
- 8.7 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 1.72×
- Turnover (1M)
- 0.00×
- Product
- Equity,Mutual Fund
as of 31 May 2026
Asset classes
Investment objective
The primary objective of this Quant based Investment Approach is to systematically invest in a group of Quality companies that have high probability for outperformance over next one year.
Fund Managers
2 managers
Name
Aniruddha Meher
Experience
17.90 years
Name
Jyoti Mhaske
Experience
17.40 years
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC: 2.5%
- Variable fees
- AMC: 0% or 2% Hurdle: 8% or 13% Profit Sharing: 25%
- Exit load
- 39 Months: 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
- Multi-Act Equity Consultancy Private Limited
- Strategy
- Sankhya India Portfolio
- 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.