Arth Portfolio Management Private Limited • Equity
Arth Long Term Owner's Approach is an equity portfolio management service (PMS) strategy run by Arth Portfolio Management Private Limited, launched on 1 Apr 2024. As of 30 Sep 2026, it manages ₹43.45 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +5.46% over 1 year (+4.79% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 7.79 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Niraj Bardia.
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 | -1.22% |
| 3 Months | -4.72% |
| 1 Year | +5.46% |
| Since Inception | +4.79% |
| management fee | Fixed Fees: NIL |
| performance fee | Variable Fees: AMC: 0.25% Hurdle: 10% Profit Sharing: 25% |
| exit load | NIL |
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 callArth Long Term Owner's Approach has a 1-year return of +5.46% and +4.79% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Arth Long Term Owner's Approach returned +5.46% against -2.33% for the BSE 500 TRI, 7.79 percentage points ahead. Figures as of 30 Sep 2026.
Arth Long Term Owner's Approach is managed by Niraj Bardia at Arth Portfolio Management. The strategy manages ₹43.45 Cr of client assets as of 30 Sep 2026.
Arth Long Term Owner's Approach manages ₹43.45 Cr of client assets as of 30 Sep 2026.
The fee structure for Arth Long Term Owner's Approach includes: management fee: Fixed Fees: NIL; performance fee: Variable Fees: AMC: 0.25% Hurdle: 10% Profit Sharing: 25%; exit load: NIL.
The minimum investment for Arth Long Term Owner's Approach is ₹50 Lakhs.
Arth Long Term Owner's Approach was launched on 1 Apr 2024. It has a 2-year track record.
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