Value for Growth
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.42%
- 3M
- -4.17%
- 6M
- -4.07%
- 9M
- —
- 1Y
- -2.50%
- 2Y
- +3.67%
- 3Y
- +17.15%
- 4Y
- +18.58%
- 5Y
- —
- Since Inception
- +12.74%
- Strategy AUM
- ₹28 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.42% | −0.17% | +0.59% |
| 3 Months | −4.17% | −2.34% | −1.83% |
| 6 Months | −4.07% | −5.39% | +1.32% |
| 1 Year | −2.50% | −0.07% | −2.43% |
| 2 Years | +3.67% | +4.14% | −0.47% |
| 3 Years | +17.15% | +13.46% | +3.69% |
| 4 Years | +18.58% | +13.31% | +5.27% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +12.74% | +11.91% | +0.83% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.42% | −0.17% | +0.59% |
| Apr-2026 | +9.68% | +10.38% | −0.70% |
| Mar-2026 | −12.99% | −11.37% | −1.62% |
| Feb-2026 | +2.82% | +0.45% | +2.37% |
| Jan-2026 | −3.22% | −3.34% | +0.12% |
| Dec-2025 | +0.60% | −0.24% | +0.84% |
| Nov-2025 | −0.23% | +0.96% | −1.19% |
| Oct-2025 | +4.23% | +4.27% | −0.04% |
| Sep-2025 | +2.17% | +1.24% | +0.93% |
| Aug-2025 | −4.55% | −1.75% | −2.80% |
| Jul-2025 | −1.16% | −2.71% | +1.55% |
| Jun-2025 | +1.41% | +3.68% | −2.27% |
| May-2025 | +2.50% | +3.54% | −1.04% |
Strategy Details
APMI fact sheet
- Inception
- 02 Aug 2021
- Age
- 4.10 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 1.18×
- Turnover (1M)
- 0.08×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To help investors create wealth over 2-4 years without taking undue risks.
Fund Managers
1 manager
Name
Vipul Prasad
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
- Magadh Capital Advisors Llp
- Strategy
- Value for Growth
- 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.