- Manager
- Aarohan Holdings and Advisors
- Service
- Discretionary
- Asset class
- Multi-asset
Dynamic Asset Allocation
+1.37%
1-year return
Benchmark Nifty Multi Asset +2.21% · to 30 Sep 2026
Aarohan Holdings and Advisors’ Dynamic Asset Allocation returned 1.37% over the year to 30 Sep 2026, against 2.21% for its benchmark, the Nifty Multi Asset. It managed ₹197 crore across its clients.
Key numbers
- AUM
- ₹197 Cr
- Benchmark
- Nifty Multi Asset
- Turnover, past year
- 0.65×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Multi Asset | Difference |
|---|---|---|---|
| 1 month | −4.30% | −2.85% | −1.45% |
| 3 months | −2.47% | −1.23% | −1.24% |
| 6 months | +5.49% | +6.24% | −0.75% |
| 1 year | +1.37% | +2.21% | −0.84% |
| 2 years | +1.83% | +2.37% | −0.54% |
| 3 years | +13.54% | +9.55% | +3.99% |
| 4 years | +14.30% | +9.91% | +4.39% |
| 5 years | +10.80% | +8.47% | +2.33% |
| Since inception | +10.95% | +10.10% | +0.85% |
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 equity59.91%₹118 Cr
- Mutual funds35.53%₹70.05 Cr
- Debt3.21%₹6.32 Cr
- Cash and other1.35%₹2.66 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.63 Cr
- Outflow, Sep 2026
- ₹0.74 Cr
- Net, Sep 2026
- −₹0.11 Cr
- Net, FY to date
- ₹1.40 Cr
- Turnover, month
- 1.61×
- Turnover, past year
- 0.65×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Dynamic Asset Allocation returned?
1.37% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.30%; 3 months: −2.47%; 6 months: 5.49%; 1 year: 1.37%; 2 years: 1.83%; 3 years: 13.54%; 4 years: 14.30%; 5 years: 10.80%; Since inception: 10.95%.
How has it done against its benchmark?
Its benchmark, the Nifty Multi Asset, returned 2.21% over the year, so the strategy was 0.84 percentage points behind.
How much does Dynamic Asset Allocation manage?
₹197 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 Dynamic Asset Allocation?
Aarohan Holdings and Advisors, a SEBI-registered portfolio manager (INP000004599), 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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