- Manager
- Altlnvest Capital Advisors
- Service
- Discretionary
- Asset class
- Hybrid
Alt ReIT InvIT Portfolio Strategy
₹75.84 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Altlnvest Capital Advisors’ Alt ReIT InvIT Portfolio Strategy managed ₹75.84 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹75.84 Cr
- Benchmark
- Nifty 50 Hybrid Composite Debt 50:50 Index
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 Hybrid Composite Debt 50:50 Index | Difference |
|---|---|---|---|
| 1 month | −0.86% | −3.31% | +2.45% |
| 3 months | +3.24% | −3.02% | +6.26% |
| 6 months | +8.43% | +1.93% | +6.50% |
| Since inception | +8.08% | −3.37% | +11.45% |
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 equity97.10%₹73.64 Cr
- Cash and other2.90%₹2.20 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹6.17 Cr
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- ₹6.16 Cr
- Net, FY to date
- ₹55.94 Cr
- Turnover, month
- 0.16×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Alt ReIT InvIT Portfolio Strategy returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.86%; 3 months: 3.24%; 6 months: 8.43%; Since inception: 8.08%.
How much does Alt ReIT InvIT Portfolio Strategy manage?
₹75.84 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 Alt ReIT InvIT Portfolio Strategy?
Altlnvest Capital Advisors, a SEBI-registered portfolio manager (INP000006800), 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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