- Manager
- Atlas Integrated Finance
- Service
- Discretionary
- Asset class
- Multi-asset
Momentum 20 PMS
+41.71%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Atlas Integrated Finance’s Momentum 20 PMS returned 41.71% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹7.93 crore across its clients.
Key numbers
- AUM
- ₹7.93 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 3.52×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +5.25% | −5.57% | +10.82% |
| 3 months | +17.69% | −3.59% | +21.28% |
| 6 months | +60.83% | +8.07% | +52.76% |
| 1 year | +41.71% | −2.33% | +44.04% |
| 2 years | +2.52% | −3.93% | +6.45% |
| Since inception | +5.83% | +3.90% | +1.93% |
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 equity99.69%₹7.91 Cr
- Cash and other0.31%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- −₹0 Cr
- Net, FY to date
- ₹0.20 Cr
- Turnover, month
- 0.10×
- Turnover, past year
- 3.52×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Momentum 20 PMS returned?
41.71% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 5.25%; 3 months: 17.69%; 6 months: 60.83%; 1 year: 41.71%; 2 years: 2.52%; Since inception: 5.83%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 44.04 percentage points ahead.
How much does Momentum 20 PMS manage?
₹7.93 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 Momentum 20 PMS?
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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