SAVVY DEFAULT
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +8.75%
- 3M
- +16.95%
- 6M
- +5.45%
- 9M
- —
- 1Y
- -9.14%
- 2Y
- +0.95%
- 3Y
- +21.84%
- 4Y
- +21.56%
- 5Y
- +21.16%
- Since Inception
- +22.88%
- Strategy AUM
- ₹787 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +8.75% | −0.17% | +8.92% |
| 3 Months | +16.95% | −2.34% | +19.29% |
| 6 Months | +5.45% | −5.39% | +10.84% |
| 1 Year | −9.14% | −0.07% | −9.07% |
| 2 Years | +0.95% | +4.14% | −3.19% |
| 3 Years | +21.84% | +13.47% | +8.37% |
| 4 Years | +21.56% | +13.31% | +8.25% |
| 5 Years | +21.16% | +12.29% | +8.87% |
| Since Inception | +22.88% | +13.32% | +9.56% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +8.75% | −0.17% | +8.92% |
| Apr-2026 | +22.92% | +10.38% | +12.54% |
| Mar-2026 | −12.51% | −11.37% | −1.14% |
| Feb-2026 | −0.89% | +0.45% | −1.34% |
| Jan-2026 | −7.53% | −3.34% | −4.19% |
| Dec-2025 | −1.62% | −0.24% | −1.38% |
| Nov-2025 | −7.24% | +0.96% | −8.20% |
| Oct-2025 | +1.50% | +4.27% | −2.77% |
| Sep-2025 | +1.40% | +1.24% | +0.16% |
| Aug-2025 | −3.22% | −1.75% | −1.47% |
| Jul-2025 | −6.95% | −2.71% | −4.24% |
| Jun-2025 | +0.22% | +3.68% | −3.46% |
| May-2025 | +15.79% | +3.54% | +12.25% |
Strategy Details
APMI fact sheet
- Inception
- 20 Mar 2017
- Age
- 9.2 Years
- Min. investment
- ₹3,00,00,000
- Turnover (1Y)
- 0.34×
- Turnover (1M)
- 0.03×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To generate Alpha Returns with focus on small and mid cap companies.
Fund Managers
1 manager
Name
SAMIR V PATEL
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹3,00,00,000
- Fixed fees
- NIL
- Variable fees
- 12% of Profit + GST
- Exit load
- NIL for all time frames
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
- Savvy Capital Advisors Llp
- Strategy
- SAVVY DEFAULT
- 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.