APMI

Custom portfolio 19

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Inception Date : 10/06/2022

AUM in Cr. : 23.07

1M
5.02
3M
6.24
6M
17.26
1Y
22.88
2Y
16.91
3Y
NA
4Y
NA
5Y
NA
SI
22.45

Ad Astra Fund

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Inception Date : 13/09/2023

AUM in Cr. : 21.36

1M
4.81
3M
17.33
6M
26.77
1Y
31.60
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
29.85

Bloom

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Inception Date : 03/05/2024

AUM in Cr. : 1.08

1M
4.71
3M
10.54
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
16.06

Emerging Corporates India Portfolio

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Inception Date : 28/04/2017

AUM in Cr. : 143.34

1M
4.17
3M
16.79
6M
28.35
1Y
29.65
2Y
17.99
3Y
10.03
4Y
16.12
5Y
15.97
SI
15.33

Approach 2 Elite Value

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Inception Date : 01/04/2015

AUM in Cr. : 17.05

1M
3.98
3M
7.23
6M
18.87
1Y
29.10
2Y
18.26
3Y
20.97
4Y
26.87
5Y
20.64
SI
35.26

PMS-1 Q8

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Inception Date : 18/01/2008

AUM in Cr. : 0.79

1M
3.65
3M
7.05
6M
18.32
1Y
34.07
2Y
26.76
3Y
16.05
4Y
21.70
5Y
20.51
SI
10.84

Bay Capital India First Portfolio

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Inception Date : 27/01/2023

AUM in Cr. : 7.00

1M
3.63
3M
13.56
6M
27.52
1Y
40.61
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
38.94

Alphaa MPT Plus Fund

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Inception Date : 08/09/2023

AUM in Cr. : 0.68

1M
3.49
3M
11.22
6M
24.17
1Y
41.27
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
36.94

The Opportunistic Equity Portfolio

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Inception Date : 04/05/2017

AUM in Cr. : 13.00

1M
3.46
3M
14.92
6M
37.19
1Y
70.94
2Y
43.08
3Y
23.68
4Y
35.80
5Y
25.91
SI
10.29

Health Care

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Inception Date : 01/06/2017

AUM in Cr. : 12.33

1M
3.27
3M
11.56
6M
18.85
1Y
20.11
2Y
21.51
3Y
14.37
4Y
16.91
5Y
24.59
SI
18.73

India Resurgent III

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Inception Date : 04/03/2015

AUM in Cr. : 17.83

1M
3.25
3M
10.28
6M
35.22
1Y
58.68
2Y
35.89
3Y
23.16
4Y
34.52
5Y
30.75
SI
15.23

WHITE TRUFFLE

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Inception Date : 03/10/2017

AUM in Cr. : 24.35

1M
3.19
3M
15.28
6M
37.05
1Y
53.26
2Y
43.01
3Y
28.92
4Y
36.44
5Y
35.00
SI
19.87

MEHTA MULTI FOCUS STRATEGY (MMFS)

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Inception Date : 12/06/2018

AUM in Cr. : 200.40

1M
3.03
3M
9.89
6M
27.51
1Y
35.60
2Y
31.56
3Y
22.99
4Y
34.65
5Y
25.58
SI
19.36

Allegro - High Growth

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Inception Date : 31/07/2010

AUM in Cr. : 9.62

1M
3.00
3M
7.53
6M
20.25
1Y
28.10
2Y
21.62
3Y
11.30
4Y
17.56
5Y
15.33
SI
11.37

Bay India Opportunities Portfolio

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Inception Date : 19/01/2023

AUM in Cr. : 75.38

1M
2.96
3M
11.98
6M
23.64
1Y
33.96
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
33.74

Mid Cap Equity FOF

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Inception Date : 09/06/2017

AUM in Cr. : 3.76

1M
2.87
3M
9.17
6M
30.76
1Y
48.75
2Y
34.59
3Y
23.92
4Y
30.66
5Y
25.46
SI
15.74

Custom Portfolio 17

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Inception Date : 27/01/2022

AUM in Cr. : 2.68

1M
2.82
3M
7.41
6M
15.51
1Y
39.23
2Y
31.23
3Y
NA
4Y
NA
5Y
NA
SI
20.09

Moats and Special Situations Portfolio

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Inception Date : 27/01/2011

AUM in Cr. : 790.99

1M
2.77
3M
8.71
6M
23.88
1Y
34.98
2Y
27.05
3Y
17.04
4Y
21.90
5Y
18.43
SI
15.89

AlphaaMoney Equity+ Portfolio

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Inception Date : 13/10/2023

AUM in Cr. : 0.69

1M
2.76
3M
6.57
6M
16.40
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
37.51

Ohm Absolute

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Inception Date : 27/03/2008

AUM in Cr. : 47.79

1M
2.75
3M
16.07
6M
25.39
1Y
27.69
2Y
28.38
3Y
21.76
4Y
38.58
5Y
32.05
SI
18.99

Diversified

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Inception Date : 06/09/2018

AUM in Cr. : 0.08

1M
2.73
3M
8.66
6M
21.47
1Y
40.18
2Y
58.51
3Y
36.13
4Y
41.83
5Y
31.47
SI
25.19

Apex

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Inception Date : 01/02/2023

AUM in Cr. : 507.56

1M
2.67
3M
6.91
6M
25.57
1Y
46.60
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
40.03

IME Bespoke Wealth

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Inception Date : 20/02/2023

AUM in Cr. : 55.56

1M
2.66
3M
6.24
6M
19.44
1Y
33.84
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
24.40

NDPMS

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Inception Date : 14/09/2017

AUM in Cr. : 86.89

1M
2.66
3M
6.80
6M
20.03
1Y
35.62
2Y
23.52
3Y
15.25
4Y
24.75
5Y
19.85
SI
15.18

BLUECHIP

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Inception Date : 18/07/2018

AUM in Cr. : 248.86

1M
2.56
3M
10.44
6M
17.31
1Y
36.35
2Y
25.53
3Y
15.02
4Y
22.55
5Y
17.18
SI
14.21

All Weather Equity

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Inception Date : 08/07/2022

AUM in Cr. : 205.02

1M
2.51
3M
7.80
6M
23.17
1Y
44.40
2Y
31.34
3Y
NA
4Y
NA
5Y
NA
SI
31.48

Pelican PE Fund

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Inception Date : 13/06/2018

AUM in Cr. : 51.86

1M
2.51
3M
4.89
6M
12.42
1Y
25.14
2Y
21.15
3Y
13.70
4Y
15.88
5Y
15.89
SI
13.47

FOCUSSED MULTICAP

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Inception Date : 31/12/2019

AUM in Cr. : 22.51

1M
2.43
3M
9.15
6M
21.13
1Y
38.66
2Y
19.71
3Y
12.88
4Y
23.05
5Y
NA
SI
20.58

PMSLONG

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Inception Date : 10/11/2015

AUM in Cr. : 302.43

1M
2.39
3M
6.38
6M
9.66
1Y
25.04
2Y
25.35
3Y
17.25
4Y
26.85
5Y
15.21
SI
17.72

Index (Market)

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Inception Date : 05/03/2019

AUM in Cr. : 242.66

1M
2.31
3M
6.71
6M
20.46
1Y
46.69
2Y
30.78
3Y
18.10
4Y
24.21
5Y
21.48
SI
19.39

DYNAMIC INVESTMENT APPROACH

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Inception Date : 01/06/2005

AUM in Cr. : 794.26

1M
2.30
3M
9.70
6M
37.30
1Y
56.10
2Y
51.20
3Y
39.50
4Y
52.10
5Y
39.20
SI
21.10

Bluechip Equity FOF

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Inception Date : 07/06/2017

AUM in Cr. : 5.00

1M
2.29
3M
8.06
6M
19.50
1Y
33.15
2Y
28.40
3Y
17.87
4Y
26.80
5Y
19.96
SI
15.25

Avendus Olivo Core Equity Portfolio

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Inception Date : 29/07/2020

AUM in Cr. : 644.95

1M
2.22
3M
10.71
6M
26.31
1Y
47.78
2Y
37.29
3Y
20.54
4Y
27.72
5Y
NA
SI
26.34

Focus

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Inception Date : 15/10/2012

AUM in Cr. : 424.04

1M
2.18
3M
6.83
6M
24.51
1Y
47.77
2Y
30.22
3Y
14.87
4Y
21.52
5Y
20.12
SI
17.65

Growth & Value

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Inception Date : 01/03/2005

AUM in Cr. : 124.60

1M
2.08
3M
6.90
6M
26.08
1Y
49.35
2Y
28.91
3Y
13.85
4Y
21.07
5Y
19.83
SI
14.97

Advisory Services

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Inception Date : 09/02/2018

AUM in Cr. : 285.30

1M
2.07
3M
6.11
6M
19.63
1Y
39.79
2Y
28.93
3Y
19.67
4Y
28.20
5Y
21.43
SI
19.17

IME Concentrated Microtrends

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Inception Date : 20/02/2023

AUM in Cr. : 45.68

1M
2.06
3M
8.48
6M
22.80
1Y
44.52
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
41.30

Custom portfolio 2

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Inception Date : 03/04/2019

AUM in Cr. : 0.73

1M
1.92
3M
0.09
6M
8.45
1Y
34.29
2Y
31.09
3Y
12.98
4Y
16.96
5Y
23.69
SI
22.29

Mid & Small cap & Special Situations Portfolio

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Inception Date : 21/05/2015

AUM in Cr. : 326.70

1M
1.92
3M
10.92
6M
19.78
1Y
28.96
2Y
34.34
3Y
26.08
4Y
30.50
5Y
26.07
SI
19.20

Sticker Shock

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Inception Date : 25/06/2020

AUM in Cr. : 1.11

1M
1.89
3M
4.58
6M
10.43
1Y
12.93
2Y
11.83
3Y
5.60
4Y
13.17
5Y
NA
SI
12.37

Concentrated Diversified Equity

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Inception Date : 01/09/2024

AUM in Cr. : 1.62

1M
1.88
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
1.88

Pure Alpha

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Inception Date : 20/03/2024

AUM in Cr. : 3.69

1M
1.88
3M
7.02
6M
9.73
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA

Investment Approach Wise Performance As on 30/09/2024

Sorting On

Custom portfolio 19

Ad Astra Fund

Bloom

Emerging Corporates India Portfolio

Approach 2 Elite Value

PMS-1 Q8

Bay Capital India First Portfolio

Alphaa MPT Plus Fund

The Opportunistic Equity Portfolio

Health Care

India Resurgent III

WHITE TRUFFLE

MEHTA MULTI FOCUS STRATEGY (MMFS)

Allegro - High Growth

Bay India Opportunities Portfolio

Mid Cap Equity FOF

Custom Portfolio 17

Moats and Special Situations Portfolio

AlphaaMoney Equity+ Portfolio

Ohm Absolute

Diversified

Apex

IME Bespoke Wealth

NDPMS

BLUECHIP

All Weather Equity

Pelican PE Fund

FOCUSSED MULTICAP

PMSLONG

Index (Market)

DYNAMIC INVESTMENT APPROACH

Bluechip Equity FOF

Avendus Olivo Core Equity Portfolio

Focus

Growth & Value

Advisory Services

IME Concentrated Microtrends

Custom portfolio 2

Mid & Small cap & Special Situations Portfolio

Sticker Shock

Concentrated Diversified Equity

Pure Alpha