- Manager
- Apricus Wealth Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Apricus Wealth Sterling Equity Strategy
+17.40%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Apricus Wealth Investment Managers’ Apricus Wealth Sterling Equity Strategy returned 17.40% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹82 crore across its clients.
Key numbers
- AUM
- ₹82 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.16% | −5.57% | +4.41% |
| 3 months | +2.92% | −3.59% | +6.51% |
| 6 months | +28.02% | +8.07% | +19.95% |
| 1 year | +17.40% | −2.33% | +19.73% |
| Since inception | +12.95% | −1.51% | +14.46% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity97.49%₹79.94 Cr
- Cash and other1.22%₹1 Cr
- Mutual funds1.04%₹0.85 Cr
- Unlisted equity0.26%₹0.21 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹4.29 Cr
- Outflow, Sep 2026
- ₹0.53 Cr
- Net, Sep 2026
- ₹3.76 Cr
- Net, FY to date
- ₹25.80 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 1.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Apricus Wealth Sterling Equity Strategy returned?
17.40% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.16%; 3 months: 2.92%; 6 months: 28.02%; 1 year: 17.40%; Since inception: 12.95%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 19.73 percentage points ahead.
How much does Apricus Wealth Sterling Equity Strategy manage?
₹82 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Apricus Wealth Sterling Equity Strategy?
Apricus Wealth Investment Managers, a SEBI-registered portfolio manager (INP000009302), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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