- Manager
- Ametra Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Ametra FactorAlpha Smallcap PMS
+5.01%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Ametra Investment Managers’ Ametra FactorAlpha Smallcap PMS returned 5.01% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹1.69 crore across its clients.
Key numbers
- AUM
- ₹1.69 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.99×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.79% | −5.57% | +2.78% |
| 3 months | −7.21% | −3.59% | −3.62% |
| 6 months | +25.64% | +8.07% | +17.57% |
| 1 year | +5.01% | −2.33% | +7.34% |
| Since inception | −5.97% | −2.32% | −3.65% |
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 equity100.00%₹1.69 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.10 Cr
- Net, Sep 2026
- −₹0.10 Cr
- Net, FY to date
- −₹0.29 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 1.99×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ametra FactorAlpha Smallcap PMS returned?
5.01% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.79%; 3 months: −7.21%; 6 months: 25.64%; 1 year: 5.01%; Since inception: −5.97%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 7.34 percentage points ahead.
How much does Ametra FactorAlpha Smallcap PMS manage?
₹1.69 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 Smallcap 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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