- Manager
- Amaltas Asset Management
- Service
- Discretionary
- Asset class
- Equity
Amaltas Strategic Opportunities Series I
+31.24%
1-year return
Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026
Amaltas Asset Management’s Amaltas Strategic Opportunities Series I returned 31.24% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹8.15 crore across its clients.
Key numbers
- AUM
- ₹8.15 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 0.85×
- 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 | −6.80% | −5.57% | −1.23% |
| 3 months | −1.33% | −3.59% | +2.26% |
| 6 months | +33.04% | +8.07% | +24.97% |
| 1 year | +31.24% | −2.33% | +33.57% |
| Since inception | +27.08% | −2.76% | +29.84% |
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 equity94.97%₹7.74 Cr
- Mutual funds4.05%₹0.33 Cr
- Cash and other0.98%₹0.08 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹3.08 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.85×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Amaltas Strategic Opportunities Series I returned?
31.24% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.80%; 3 months: −1.33%; 6 months: 33.04%; 1 year: 31.24%; Since inception: 27.08%.
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 33.57 percentage points ahead.
How much does Amaltas Strategic Opportunities Series I manage?
₹8.15 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 Strategic Opportunities Series I?
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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