Impetus Arthasutra Pvt Lted • Equity
Impetus Value Portfolio is an equity portfolio management service (PMS) strategy run by Impetus Arthasutra Pvt Lted, launched on 31 Mar 2017. As of 30 Sep 2026, it manages ₹106 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +7.46% over 1 year, +10.53% over 3 years and +10.47% over 5 years (+9.28% since inception). Over 3 years, the BSE 500 TRI returned +8.03%, so the strategy is 2.50 percentage points ahead of its benchmark. Its 3-year return ranks 259th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by APARNA PANDHARKAR.
Ranked nearby on 3-year return: Julius Baer India Premier Opportunities Portfolio (+10.55%), AAA India Opportunity PMS (+10.53%), Roha Emerging Champions Portfolio (+10.51%), Invesco India Challengers Portfolio (+10.50%).
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 | -0.57% |
| 3 Months | +3.68% |
| 1 Year | +7.46% |
| 3 Years | +10.53% |
| 5 Years | +10.47% |
| Since Inception | +9.28% |
| management fee | Fixed Fees: Option 1 1.5% Option 2 2.5% |
| performance fee | Variable Fees: Hurdle Rate : 10% Option 1 Profit Share 15% Option 2 10% |
| exit load | No Exit Load charged |
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 callImpetus Value Portfolio has a 1-year return of +7.46%, a 3-year return of +10.53%, a 5-year return of +10.47% and +9.28% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Impetus Value Portfolio returned +10.47% against +7.62% for the BSE 500 TRI, 2.85 percentage points ahead. Over 3 years it returned +10.53% against +8.03%; Over 1 year it returned +7.46% against -3.22%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Impetus Value Portfolio's 3-year return of +10.53% ranks 259th as of 30 Sep 2026.
Impetus Value Portfolio is managed by APARNA PANDHARKAR at Impetus Arthasutra Lted. The strategy manages ₹106 Cr of client assets as of 30 Sep 2026.
Impetus Value Portfolio manages ₹106 Cr of client assets as of 30 Sep 2026.
The fee structure for Impetus Value Portfolio includes: management fee: Fixed Fees: Option 1 1.5% Option 2 2.5%; performance fee: Variable Fees: Hurdle Rate : 10% Option 1 Profit Share 15% Option 2 10%; exit load: No Exit Load charged.
The minimum investment for Impetus Value Portfolio is ₹50 Lakhs.
Impetus Value Portfolio was launched on 31 Mar 2017. It has a 9-year track record.
Description
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