- Manager
- Ametra Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Ametra FactorAlpha PMS
−2.90%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Ametra Investment Managers’ Ametra FactorAlpha PMS returned −2.90% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹19.58 crore across its clients.
Key numbers
- AUM
- ₹19.58 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.98×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.29% | −5.57% | +4.28% |
| 3 months | −2.95% | −3.59% | +0.64% |
| 6 months | +3.52% | +8.07% | −4.55% |
| 1 year | −2.90% | −2.33% | −0.57% |
| Since inception | −8.38% | −2.92% | −5.46% |
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 equity98.52%₹19.29 Cr
- Derivatives0.92%₹0.18 Cr
- Mutual funds0.31%₹0.06 Cr
- Cash and other0.26%₹0.05 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.67 Cr
- Net, Sep 2026
- −₹0.67 Cr
- Net, FY to date
- ₹2.27 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 0.98×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ametra FactorAlpha PMS returned?
−2.90% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.29%; 3 months: −2.95%; 6 months: 3.52%; 1 year: −2.90%; Since inception: −8.38%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.57 percentage points behind.
How much does Ametra FactorAlpha PMS manage?
₹19.58 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 Ametra FactorAlpha PMS?
Ametra Investment Managers, a SEBI-registered portfolio manager (INP000008905), 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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