Compiled from the monthly performance reports every portfolio manager files with APMI under SEBI's benchmarking circular. Returns are TWRR, net of fees as reported; AUM is per investment approach in ₹ crore. Nothing here is a recommendation.
Discretionary equity AUM₹ crore, all reporting strategies
Strategies reportingcount by month
Biggest bookstop 15 investment approaches by AUM, discretionary equity
What moved this month
Best 1-month return (AUM ≥ ₹50 Cr)
Worst 1-month return (AUM ≥ ₹50 Cr)
Rankings
Every investment approach in the latest filing. Click any column to sort, any row for its history. The flow column is the part of the 12-month AUM change that returns don't explain: money coming in or going out.
Managers
Portfolio managers ranked by total reported AUM across all strategy types. Growth is the 12-month change in that total.
Movers
What changed between the two most recent filings, and over the last twelve months.
AUM gainers, 1 month₹ Cr change
AUM losers, 1 month₹ Cr change
Largest estimated inflows, 12 monthsAUM change not explained by return
Largest estimated outflows, 12 monthsAUM change not explained by return
New this monthfirst appearance in the filings
Stopped reportinglast seen in an earlier month
Compare
Overlay up to five strategies. Search below, or add from any strategy's detail panel.
Who beat their benchmark?
Each strategy against the index it reports against, as filed with APMI. Excess is the strategy's return minus its benchmark's over the same period (annualised for 3Y and 5Y), in percentage points.
Share of strategies ahead of their benchmark
The lists
The PMS industry since 2010
SEBI's monthly figures for all portfolio managers combined. About three quarters of reported PMS assets are EPFO and other provident-fund money run by a handful of managers, so the first chart separates it out.
Assets under management₹ crore
Clientsby service
Discretionary assets by asset class₹ crore, EPFO money included (it is mostly in plain debt)
Portfolio managers reporting to SEBIcount, published since Sep 2022
New portfolio managers
From SEBI's register of portfolio managers. A registration counts as new from the start of its certificate. Re-issued certificates of long-registered managers are left out. Managers that drop off the register are listed as exits.
New registrations per monthlast 36 months
Registered in the last 12 months
Exits
Full register
Alternative Investment Funds
SEBI's quarterly AIF figures by category (cumulative, as at quarter end) and its register of AIFs. SEBI does not publish figures for individual funds.
Industry totals₹ crore, cumulative
Funds raised, by category₹ crore, cumulative
By category
New AIFs registered per monthlast 48 months, all categories
Where the money wenttop sectors, ₹ crore invested
Register of AIFs
What mutual funds hold
Most crowded stocksby number of schemes holding
Net buying by actively managed funds₹ crore, month on month
Who bought and sold what
Bulk deals, block deals and promoter pledges
NSE bulk and block deals for the last 90 days, and promoter pledges built from the SAST Regulation 31 disclosures filed on NSE. Pledge shares are as disclosed; promoters with no filing since November 2022 are not included.
Value of bulk and block deals per day₹ crore
Most boughtnet, ₹ crore
Most soldnet, ₹ crore
Most active clients
Look up a deal
Mutual-fund holdings where promoters pledged morematched by company name
Pledge risinglast 90 days
Pledge fallinglast 90 days
Latest pledge filings
Source: APMI Investment Approach performance reports (apmiindia.org → Report → IA Performance), one filing per month per investment approach, as submitted by each portfolio manager. Figures are reproduced as filed; blanks mean the manager reported NA. Flow is an estimate: AUM today minus AUM twelve months ago grown at the reported 1-year return. Data compiled . Not investment advice.