- Manager
- 360 ONE Asset Management
- Service
- Discretionary
- Asset class
- Equity
Customised Discretionary Portfolio - Equity
+4.08%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
360 ONE Asset Management’s Customised Discretionary Portfolio - Equity returned 4.08% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹12,701 crore across its clients.
Key numbers
- AUM
- ₹12,701 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.71×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −5.09% | −5.57% | +0.48% |
| 3 months | −0.17% | −3.59% | +3.42% |
| 6 months | +13.50% | +8.07% | +5.43% |
| 1 year | +4.08% | −2.33% | +6.41% |
| 2 years | −0.92% | −3.93% | +3.01% |
| 3 years | +12.18% | +9.20% | +2.98% |
| 4 years | +14.11% | +11.22% | +2.89% |
| 5 years | +9.96% | +8.91% | +1.05% |
| Since inception | +12.80% | +11.74% | +1.06% |
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 equity97.30%₹12,358 Cr
- Cash and other2.23%₹283 Cr
- Unlisted equity0.47%₹60.06 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹718 Cr
- Net, Sep 2026
- −₹718 Cr
- Net, FY to date
- −₹5,948 Cr
- Turnover, month
- 0.10×
- Turnover, past year
- 0.71×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Customised Discretionary Portfolio - Equity returned?
4.08% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.09%; 3 months: −0.17%; 6 months: 13.50%; 1 year: 4.08%; 2 years: −0.92%; 3 years: 12.18%; 4 years: 14.11%; 5 years: 9.96%; Since inception: 12.80%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 6.41 percentage points ahead.
How much does Customised Discretionary Portfolio - Equity manage?
₹12,701 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 Customised Discretionary Portfolio - Equity?
360 ONE Asset Management, a SEBI-registered portfolio manager (INP000004565), 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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