- Manager
- Allegro Securities
- Service
- Discretionary
- Asset class
- Equity
HighGrowth - Long Term Capital Appreciation through equities investments
+3.71%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Allegro Securities’ HighGrowth - Long Term Capital Appreciation through equities investments returned 3.71% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹8.51 crore across its clients.
Key numbers
- AUM
- ₹8.51 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.68×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −1.33% | −6.03% | +4.70% |
| 3 months | +4.49% | −4.91% | +9.40% |
| 6 months | +26.44% | +2.13% | +24.31% |
| 1 year | +3.71% | −7.09% | +10.80% |
| 2 years | +2.50% | −5.29% | +7.79% |
| 3 years | +10.40% | +6.06% | +4.34% |
| 4 years | +13.89% | +8.47% | +5.42% |
| 5 years | +9.41% | +6.37% | +3.04% |
| Since inception | +11.55% | +10.62% | +0.93% |
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 equity71.41%₹6.08 Cr
- Cash and other28.59%₹2.43 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.19 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.68×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has HighGrowth - Long Term Capital Appreciation through equities investments returned?
3.71% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.33%; 3 months: 4.49%; 6 months: 26.44%; 1 year: 3.71%; 2 years: 2.50%; 3 years: 10.40%; 4 years: 13.89%; 5 years: 9.41%; Since inception: 11.55%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 10.80 percentage points ahead.
How much does HighGrowth - Long Term Capital Appreciation through equities investments manage?
₹8.51 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 HighGrowth - Long Term Capital Appreciation through equities investments?
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app