SPARK INDIA@75 CORE AND SATELLITE STRATEGY
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.87%
- 3M
- -5.36%
- 6M
- -4.39%
- 9M
- —
- 1Y
- -1.43%
- 2Y
- +1.84%
- 3Y
- +14.79%
- 4Y
- +16.99%
- 5Y
- +14.77%
- Since Inception
- +17.62%
- Strategy AUM
- ₹318 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.87% | −1.72% | +0.85% |
| 3 Months | −5.36% | −6.30% | +0.94% |
| 6 Months | −4.39% | −9.87% | +5.48% |
| 1 Year | −1.43% | −3.84% | +2.41% |
| 2 Years | +1.84% | +3.35% | −1.51% |
| 3 Years | +14.79% | +9.53% | +5.26% |
| 4 Years | +16.99% | +10.37% | +6.62% |
| 5 Years | +14.77% | +9.87% | +4.90% |
| Since Inception | +17.62% | +11.89% | +5.73% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.87% | −1.72% | +0.85% |
| Apr-2026 | +8.05% | +7.49% | +0.56% |
| Mar-2026 | −11.64% | −11.30% | −0.34% |
| Feb-2026 | +2.27% | −0.51% | +2.78% |
| Jan-2026 | −2.42% | −3.04% | +0.62% |
| Dec-2025 | +1.22% | −0.28% | +1.50% |
| Nov-2025 | +2.04% | +1.92% | +0.12% |
| Oct-2025 | +4.19% | +4.62% | −0.43% |
| Sep-2025 | +1.15% | +0.77% | +0.38% |
| Aug-2025 | −4.14% | −1.21% | −2.93% |
| Jul-2025 | −3.61% | −2.77% | −0.84% |
| Jun-2025 | +3.77% | +3.37% | +0.40% |
| May-2025 | +3.14% | +1.92% | +1.22% |
Strategy Details
APMI fact sheet
- Inception
- 20 Jun 2019
- Age
- 6.11 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.65×
- Turnover (1M)
- 0.07×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Seek to generate returns ahead of that generated by a market index by deploying capital both strategically and tactically in a concentrated portfolio of stocks.
Fund Managers
1 manager
Name
PARAMESWARA IYER 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
- Spark Asia Impact Managers Private Limited
- Strategy
- SPARK INDIA@75 CORE AND SATELLITE 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.