- Manager
- Allegro Securities
- Service
- Discretionary
- Asset class
- Equity
HealthCare - Long Term Capital Appreciation through equities
−0.89%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Allegro Securities’ HealthCare - Long Term Capital Appreciation through equities returned −0.89% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹12.21 crore across its clients.
Key numbers
- AUM
- ₹12.21 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.67×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.23% | −6.03% | +1.80% |
| 3 months | −2.88% | −4.91% | +2.03% |
| 6 months | +13.83% | +2.13% | +11.70% |
| 1 year | −0.89% | −7.09% | +6.20% |
| 2 years | −0.04% | −5.29% | +5.25% |
| 3 years | +6.27% | +6.06% | +0.21% |
| 4 years | +10.22% | +8.47% | +1.75% |
| 5 years | +8.38% | +6.37% | +2.01% |
| Since inception | +12.88% | +10.95% | +1.93% |
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 equity89.75%₹10.96 Cr
- Cash and other10.25%₹1.25 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.06 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.67×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has HealthCare - Long Term Capital Appreciation through equities returned?
−0.89% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.23%; 3 months: −2.88%; 6 months: 13.83%; 1 year: −0.89%; 2 years: −0.04%; 3 years: 6.27%; 4 years: 10.22%; 5 years: 8.38%; Since inception: 12.88%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 6.20 percentage points ahead.
How much does HealthCare - Long Term Capital Appreciation through equities manage?
₹12.21 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 HealthCare - Long Term Capital Appreciation through equities?
Allegro Securities, a SEBI-registered portfolio manager (INP000002437), 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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