ALMONDZ FINANCIAL SERVICES LIMITED • Equity
Almondz Aim Multicap Investment Approach is an equity portfolio management service (PMS) strategy run by ALMONDZ FINANCIAL SERVICES LIMITED, launched on 7 Nov 2024. As of 30 Sep 2026, it manages ₹7.7 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -1.39% over 1 year (-6.84% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 0.94 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by MANGESH ASHOK KULKARNI.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -1.39% |
| 3 Months | -1.06% |
| 1 Year | -1.39% |
| Since Inception | -6.84% |
| management fee | Fixed Fees: MANAGMENT FEES UP TO 2.5% P.A |
| performance fee | Variable Fees: AMC 1.25% PA HURDLE 8% PERFORMACE FEE 10% |
| exit load | WITHIN 1 YEAR - 3% BETWEEN 1-2 YEAR - 2% BETWEEN 2-3 YEAR - 1% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAlmondz Aim Multicap Investment Approach has a 1-year return of -1.39% and -6.84% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Almondz Aim Multicap Investment Approach returned -1.39% against -2.33% for the BSE 500 TRI, 0.94 percentage points ahead. Figures as of 30 Sep 2026.
Almondz Aim Multicap Investment Approach is managed by MANGESH ASHOK KULKARNI at Almondz Financial Services. The strategy manages ₹7.7 Cr of client assets as of 30 Sep 2026.
Almondz Aim Multicap Investment Approach manages ₹7.7 Cr of client assets as of 30 Sep 2026.
The fee structure for Almondz Aim Multicap Investment Approach includes: management fee: Fixed Fees: MANAGMENT FEES UP TO 2.5% P.A; performance fee: Variable Fees: AMC 1.25% PA HURDLE 8% PERFORMACE FEE 10%; exit load: WITHIN 1 YEAR - 3% BETWEEN 1-2 YEAR - 2% BETWEEN 2-3 YEAR - 1%.
The minimum investment for Almondz Aim Multicap Investment Approach is ₹50 Lakhs.
Almondz Aim Multicap Investment Approach was launched on 7 Nov 2024. It has a 1-year track record.
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