Select Equity Strategy
Portfolio Management ServiceStrategy AUM
Since-inception return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.01%
- 3M
- -0.93%
- 6M
- -3.21%
- 9M
- —
- 1Y
- —
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +1.11%
- Strategy AUM
- ₹22 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.01% | −1.72% | +1.71% |
| 3 Months | −0.93% | −6.30% | +5.37% |
| 6 Months | −3.21% | −9.87% | +6.66% |
| 1 Year | +0.00% | +0.00% | +0.00% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 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 | +1.11% | −5.41% | +6.52% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 12 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.01% | −1.72% | +1.71% |
| Apr-2026 | +10.29% | +7.49% | +2.80% |
| Mar-2026 | −10.16% | −11.30% | +1.14% |
| Feb-2026 | +0.67% | −0.51% | +1.18% |
| Jan-2026 | −2.51% | −3.04% | +0.53% |
| Dec-2025 | −0.45% | −0.28% | −0.17% |
| Nov-2025 | +0.56% | +1.92% | −1.36% |
| Oct-2025 | +3.82% | +4.62% | −0.80% |
| Sep-2025 | +1.47% | +0.77% | +0.70% |
| Aug-2025 | −1.91% | −1.21% | −0.70% |
| Jul-2025 | −1.92% | −2.77% | +0.85% |
| Jun-2025 | +0.00% | +0.00% | +0.00% |
Strategy Details
APMI fact sheet
- Inception
- 12 Jun 2025
- Age
- 11 Months
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- —
- Turnover (1M)
- 0.07×
- Product
- Mutual Fund
as of 31 May 2026
Asset classes
Investment objective
The strategy's investment objective is to generate long-term capitalappreciation for investors with a high-risk appetite by creating adiversified portfolio. As previously mentioned in the investmentapproach, the Portfolio Manager may use derivatives for hedging andportfolio rebalancing purposes.
Fund Managers
1 manager
Name
Sankaranarayanan Krishnan
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- Not disclosed
- Exit load
- Not disclosed
APMI does not publish a fee schedule for this strategy — confirm fees with the portfolio manager.
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
- True Beacon Investment Advisors Llp
- Strategy
- Select Equity Strategy
- Benchmark
- Nifty 50 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.