- Manager
- Avendus Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Avendus Margin of Safety
−12.22%
1-year return
Benchmark NIFTY50TRI −7.09% · to 30 Sep 2026
Avendus Investment Managers’ Avendus Margin of Safety returned −12.22% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50TRI. It managed ₹291 crore across its clients.
Key numbers
- AUM
- ₹291 Cr
- Benchmark
- NIFTY50TRI
- Turnover, past year
- 0.74×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50TRI | Difference |
|---|---|---|---|
| 1 month | −6.80% | −6.03% | −0.77% |
| 3 months | −7.14% | −4.91% | −2.23% |
| 6 months | +0.76% | +2.13% | −1.37% |
| 1 year | −12.22% | −7.09% | −5.13% |
| Since inception | −6.88% | −0.27% | −6.61% |
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 equity93.85%₹273 Cr
- Cash and other6.15%₹17.87 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- −₹0.02 Cr
- Net, FY to date
- ₹34.75 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.74×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Avendus Margin of Safety returned?
−12.22% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.80%; 3 months: −7.14%; 6 months: 0.76%; 1 year: −12.22%; Since inception: −6.88%.
How has it done against its benchmark?
Its benchmark, the NIFTY50TRI, returned −7.09% over the year, so the strategy was 5.13 percentage points behind.
How much does Avendus Margin of Safety manage?
₹291 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 Avendus Margin of Safety?
Avendus Investment Managers, a SEBI-registered portfolio manager (INP000006174), 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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