Xylem Maverick Strategy
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +11.19%
- 3M
- +25.25%
- 6M
- +13.67%
- 9M
- —
- 1Y
- +8.92%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +10.96%
- Strategy AUM
- ₹60 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +11.19% | −0.17% | +11.36% |
| 3 Months | +25.25% | −2.34% | +27.59% |
| 6 Months | +13.67% | −5.39% | +19.06% |
| 1 Year | +8.92% | −0.07% | +8.99% |
| 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 | +10.96% | +5.49% | +5.47% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +11.19% | −0.17% | +11.36% |
| Apr-2026 | +23.72% | +10.38% | +13.34% |
| Mar-2026 | −8.95% | −11.37% | +2.42% |
| Feb-2026 | −2.15% | +0.45% | −2.60% |
| Jan-2026 | −5.26% | −3.34% | −1.92% |
| Dec-2025 | −2.09% | −0.24% | −1.85% |
| Nov-2025 | −4.77% | +0.96% | −5.73% |
| Oct-2025 | −2.06% | +4.27% | −6.33% |
| Sep-2025 | −1.59% | +1.24% | −2.83% |
| Aug-2025 | −0.41% | −1.75% | +1.34% |
| Jul-2025 | +2.22% | −2.71% | +4.93% |
| Jun-2025 | +2.55% | +3.68% | −1.13% |
| May-2025 | +3.54% | +3.54% | +0.00% |
Strategy Details
APMI fact sheet
- Inception
- 30 Jan 2025
- Age
- 1.4 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 1.51×
- Turnover (1M)
- 0.12×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Long term wealth creation
Fund Managers
1 manager
Name
Vinit Gala
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 3% p.a.
- Variable fees
- 20% over 15% returns
- Exit load
- 1st Year - 3% 2nd Year - 2% 3rd Year - 1%
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
- Brightseeds Advisors LLP
- Strategy
- Xylem Maverick Strategy
- 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.
