- Manager
- Almondz Financial Services
- Service
- Discretionary
- Asset class
- Equity
Almondz AIM Multi Cap Investment Approach
−1.39%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Almondz Financial Services’ Almondz AIM Multi Cap Investment Approach returned −1.39% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹7.70 crore across its clients.
Key numbers
- AUM
- ₹7.70 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.45×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.39% | −5.57% | +4.18% |
| 3 months | −1.06% | −3.59% | +2.53% |
| 6 months | +20.50% | +8.07% | +12.43% |
| 1 year | −1.39% | −2.33% | +0.94% |
| Since inception | −6.84% | −1.50% | −5.34% |
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 equity93.30%₹7.19 Cr
- Cash and other6.70%₹0.52 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- −₹0 Cr
- Net, FY to date
- ₹1.20 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.45×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Almondz AIM Multi Cap Investment Approach returned?
−1.39% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.39%; 3 months: −1.06%; 6 months: 20.50%; 1 year: −1.39%; Since inception: −6.84%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.94 percentage points ahead.
How much does Almondz AIM Multi Cap Investment Approach manage?
₹7.70 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 Almondz AIM Multi Cap Investment Approach?
Almondz Financial Services, a SEBI-registered portfolio manager (INP000008589), 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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