- Manager
- Atlas Integrated Finance
- Service
- Discretionary
- Asset class
- Equity
Debt Equity Hybrid PMS fund
−13.95%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Atlas Integrated Finance’s Debt Equity Hybrid PMS fund returned −13.95% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹34.58 crore across its clients.
Key numbers
- AUM
- ₹34.58 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.24×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −7.44% | −5.57% | −1.87% |
| 3 months | −6.40% | −3.59% | −2.81% |
| 6 months | +4.09% | +8.07% | −3.98% |
| 1 year | −13.95% | −2.33% | −11.62% |
| 2 years | −8.61% | −3.93% | −4.68% |
| 3 years | +9.70% | +9.20% | +0.50% |
| 4 years | +11.90% | +11.22% | +0.68% |
| 5 years | +10.74% | +8.91% | +1.83% |
| Since inception | +20.78% | +11.96% | +8.82% |
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 equity99.78%₹34.50 Cr
- Cash and other0.22%₹0.08 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹7.87 Cr
- Net, Sep 2026
- −₹7.87 Cr
- Net, FY to date
- −₹7.93 Cr
- Turnover, month
- 0.18×
- Turnover, past year
- 0.24×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Debt Equity Hybrid PMS fund returned?
−13.95% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.44%; 3 months: −6.40%; 6 months: 4.09%; 1 year: −13.95%; 2 years: −8.61%; 3 years: 9.70%; 4 years: 11.90%; 5 years: 10.74%; Since inception: 20.78%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 11.62 percentage points behind.
How much does Debt Equity Hybrid PMS fund manage?
₹34.58 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 Debt Equity Hybrid PMS fund?
Atlas Integrated Finance, a SEBI-registered portfolio manager (INP000000530), 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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