Wealth First Nifty 100 Index Strategy
Portfolio Management ServiceStrategy AUM
Since-inception return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -1.04%
- 3M
- -4.94%
- 6M
- -8.75%
- 9M
- —
- 1Y
- —
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -6.37%
- Strategy AUM
- ₹7 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −1.04% | −1.72% | +0.68% |
| 3 Months | −4.94% | −6.30% | +1.36% |
| 6 Months | −8.75% | −9.87% | +1.12% |
| 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 | −6.37% | −6.56% | +0.19% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 11 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −1.04% | −1.72% | +0.68% |
| Apr-2026 | +7.94% | +7.49% | +0.45% |
| Mar-2026 | −11.01% | −11.30% | +0.29% |
| Feb-2026 | −0.88% | −0.51% | −0.37% |
| Jan-2026 | −2.68% | −3.04% | +0.36% |
| Dec-2025 | −0.48% | −0.28% | −0.20% |
| Nov-2025 | +1.23% | +1.92% | −0.69% |
| Oct-2025 | +2.82% | +4.62% | −1.80% |
| Sep-2025 | +1.20% | +0.77% | +0.43% |
| Aug-2025 | −0.66% | −1.21% | +0.55% |
| Jul-2025 | +0.00% | +0.00% | +0.00% |
Strategy Details
APMI fact sheet
- Inception
- 04 Jul 2025
- Age
- 11 Months
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- —
- Turnover (1M)
- 0.00×
- Product
- Equity,Mutual Fund,Others
as of 31 May 2026
Asset classes
Investment objective
The scheme seeks to invest in stocks comprising the Nifty 100 Index in the same proportion as in the index to achieve returns equivalent to the Total Return Index of Nifty 100.â??
Fund Managers
1 manager
Name
Vaidehi Parikh
Experience
17.00 years
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
- Wealth First Portfolio Managers Limited
- Strategy
- Wealth First Nifty 100 Index 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.