Momentum 20 PMS: Returns, AUM & Details

Momentum 20 PMS is an equity portfolio management service (PMS) strategy run by Atlas Integrated Finance Ltd, launched on 14 May 2024. As of 30 Sep 2026, it manages ₹7.93 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +41.71% over 1 year (+5.83% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 44.04 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by NILESH SHAH.

AUM: ₹7.93 Cr
vs BSE 500 TRI (1 year): +44.04 pp
Fund manager: NILESH SHAH
Minimum investment: ₹50 Lakhs
Data as of: 30 Sep 2026

Returns and AUM as of 30 Sep 2026, as reported to APMI. Last checked 15 Oct 2026. Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.

Fund Manager

NILESH SHAH

Assets (AUM)

₹7.93 Cr

Benchmark Index

BSE 500 TRI

Inception Date

14/05/2024

Trailing Returns

Trailing returns (as of 30 Sep 2026)
Period	Return
1 Month	+5.25%
3 Months	+17.69%
1 Year	+41.71%
Since Inception	+5.83%

Standard Management Fees & Hurdle Rates

management fee	Fixed Fees: AMC CHARGES: 1% PA
performance fee	Variable Fees: HURDLE: 10% SHARING: 15%
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.

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Frequently asked questions about Momentum 20 PMS

What are the returns of Momentum 20 PMS?

Momentum 20 PMS has a 1-year return of +41.71% and +5.83% since inception as of 30 Sep 2026. Past performance is not indicative of future results.

Has Momentum 20 PMS beaten its benchmark?

Over 1 year, Momentum 20 PMS returned +41.71% against -2.33% for the BSE 500 TRI, 44.04 percentage points ahead. Figures as of 30 Sep 2026.

Who manages Momentum 20 PMS?

Momentum 20 PMS is managed by NILESH SHAH at Atlas Integrated Finance. The strategy manages ₹7.93 Cr of client assets as of 30 Sep 2026.

What is the AUM of Momentum 20 PMS?

Momentum 20 PMS manages ₹7.93 Cr of client assets as of 30 Sep 2026.

What fees does Momentum 20 PMS charge?

The fee structure for Momentum 20 PMS includes: management fee: Fixed Fees: AMC CHARGES: 1% PA; performance fee: Variable Fees: HURDLE: 10% SHARING: 15%; exit load: NIL.

What is the minimum investment for Momentum 20 PMS?

The minimum investment for Momentum 20 PMS is ₹50 Lakhs.

When was Momentum 20 PMS launched?

Momentum 20 PMS was launched on 14 May 2024. It has a 2-year track record.

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