- Manager
- Avestha Fund Management
- Service
- Discretionary
- Asset class
- Equity
Avestha Growth
+13.90%
1-year return
Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026
Avestha Fund Management’s Avestha Growth returned 13.90% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹1,478 crore across its clients.
Key numbers
- AUM
- ₹1,478 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 0.39×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | −2.83% | −5.57% | +2.74% |
| 3 months | +3.35% | −3.59% | +6.94% |
| 6 months | +32.92% | +8.07% | +24.85% |
| 1 year | +13.90% | −2.33% | +16.23% |
| 2 years | +3.37% | −3.93% | +7.30% |
| 3 years | +13.72% | +9.20% | +4.52% |
| 4 years | +16.89% | +11.22% | +5.67% |
| 5 years | +17.03% | +8.91% | +8.12% |
| Since inception | +16.28% | +11.58% | +4.70% |
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 equity99.35%₹1,468 Cr
- Cash and other0.65%₹9.57 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹5.85 Cr
- Outflow, Sep 2026
- ₹8.02 Cr
- Net, Sep 2026
- −₹2.17 Cr
- Net, FY to date
- −₹64.62 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.39×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Avestha Growth returned?
13.90% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.83%; 3 months: 3.35%; 6 months: 32.92%; 1 year: 13.90%; 2 years: 3.37%; 3 years: 13.72%; 4 years: 16.89%; 5 years: 17.03%; Since inception: 16.28%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 16.23 percentage points ahead.
How much does Avestha Growth manage?
₹1,478 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 Avestha Growth?
Avestha Fund Management, a SEBI-registered portfolio manager (INP000005810), 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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