- Manager
- Amaltas Asset Management
- Service
- Discretionary
- Asset class
- Equity
Amaltas Keystone Fund
+53.87%
1-year return
Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026
Amaltas Asset Management’s Amaltas Keystone Fund returned 53.87% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹79.74 crore across its clients.
Key numbers
- AUM
- ₹79.74 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 0.96×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | +5.67% | −5.57% | +11.24% |
| 3 months | +14.27% | −3.59% | +17.86% |
| 6 months | +77.51% | +8.07% | +69.44% |
| 1 year | +53.87% | −2.33% | +56.20% |
| Since inception | +26.79% | +1.86% | +24.93% |
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 equity96.51%₹76.96 Cr
- Mutual funds2.07%₹1.65 Cr
- Cash and other1.42%₹1.13 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹3.78 Cr
- Outflow, Sep 2026
- ₹0.16 Cr
- Net, Sep 2026
- ₹3.62 Cr
- Net, FY to date
- ₹16.72 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.96×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Amaltas Keystone Fund returned?
53.87% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 5.67%; 3 months: 14.27%; 6 months: 77.51%; 1 year: 53.87%; Since inception: 26.79%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 56.20 percentage points ahead.
How much does Amaltas Keystone Fund manage?
₹79.74 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 Amaltas Keystone Fund?
Amaltas Asset Management, a SEBI-registered portfolio manager (INP000009126), 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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