- Manager
- Avendus Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Avendus Olivo Core Equity Portfolio
−9.40%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Avendus Investment Managers’ Avendus Olivo Core Equity Portfolio returned −9.40% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹138 crore across its clients.
Key numbers
- AUM
- ₹138 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.86×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −6.87% | −5.57% | −1.30% |
| 3 months | −5.80% | −3.59% | −2.21% |
| 6 months | +3.31% | +8.07% | −4.76% |
| 1 year | −9.40% | −2.33% | −7.07% |
| 2 years | −10.50% | −3.93% | −6.57% |
| 3 years | +5.79% | +9.20% | −3.41% |
| 4 years | +10.87% | +11.22% | −0.35% |
| 5 years | +7.01% | +8.91% | −1.90% |
| Since inception | +13.00% | +16.46% | −3.46% |
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 equity93.70%₹129 Cr
- Cash and other6.30%₹8.67 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹25.64 Cr
- Net, Sep 2026
- −₹25.64 Cr
- Net, FY to date
- −₹174 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 0.86×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Avendus Olivo Core Equity Portfolio returned?
−9.40% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.87%; 3 months: −5.80%; 6 months: 3.31%; 1 year: −9.40%; 2 years: −10.50%; 3 years: 5.79%; 4 years: 10.87%; 5 years: 7.01%; Since inception: 13.00%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 7.07 percentage points behind.
How much does Avendus Olivo Core Equity Portfolio manage?
₹138 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 Olivo Core Equity Portfolio?
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app