The Great India Opportunity
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +4.12%
- 3M
- +15.52%
- 6M
- +11.14%
- 9M
- —
- 1Y
- +11.25%
- 2Y
- +5.99%
- 3Y
- +20.55%
- 4Y
- +21.99%
- 5Y
- +21.03%
- Since Inception
- +11.13%
- Strategy AUM
- ₹2 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +4.12% | −0.28% | +4.40% |
| 3 Months | +15.52% | −2.49% | +18.01% |
| 6 Months | +11.14% | −5.64% | +16.78% |
| 1 Year | +11.25% | −1.11% | +12.36% |
| 2 Years | +5.99% | +3.06% | +2.93% |
| 3 Years | +20.55% | +12.21% | +8.34% |
| 4 Years | +21.99% | +12.01% | +9.98% |
| 5 Years | +21.03% | +10.96% | +10.07% |
| Since Inception | +11.13% | +12.24% | −1.11% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +4.12% | −0.28% | +4.40% |
| Apr-2026 | +22.20% | +10.36% | +11.84% |
| Mar-2026 | −9.20% | −11.40% | +2.20% |
| Feb-2026 | +3.82% | +0.38% | +3.44% |
| Jan-2026 | −5.28% | −3.36% | −1.92% |
| Dec-2025 | −2.17% | −0.25% | −1.92% |
| Nov-2025 | −3.07% | +0.86% | −3.93% |
| Oct-2025 | +2.96% | +4.20% | −1.24% |
| Sep-2025 | −2.36% | +1.21% | −3.57% |
| Aug-2025 | −1.81% | −1.93% | +0.12% |
| Jul-2025 | +6.22% | +3.43% | +2.79% |
| Jun-2025 | +6.22% | +3.43% | +2.79% |
| May-2025 | +11.24% | +3.39% | +7.85% |
Strategy Details
APMI fact sheet
- Inception
- 01 Jan 2016
- Age
- 10.5 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.37×
- Turnover (1M)
- 0.13×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The objective of the Investment Approach is to generate attractive returns over the short to medium term (recommended period = 12 months) by use of a multi strategy catalyst and expectation driven approach. This Investment Approach is suitable for opportunistic participants seeking decent returns with a moderate threshold for risk.
Fund Managers
1 manager
Name
Milind Pankaj Patel
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- Hurdle : 9% Profit Sharing :25%
- Exit load
- Not disclosed
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
- JHP Securities Private Limited
- Strategy
- The Great India Opportunity
- 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.