- Manager
- Bandhan AMC
- Service
- Discretionary
- Asset class
- Debt
Vedartha Trust Investment Solutions Strategy
₹1,121 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Bandhan AMC’s Vedartha Trust Investment Solutions Strategy managed ₹1,121 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹1,121 Cr
- Benchmark
- NIFTYMTLDDI
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTYMTLDDI | Difference |
|---|---|---|---|
| 1 month | +0.30% | −0.84% | +1.14% |
| 3 months | +1.19% | −1.78% | +2.97% |
| Since inception | +1.54% | −1.27% | +2.81% |
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
- Debt87.74%₹984 Cr
- Cash and other10.12%₹113 Cr
- Listed equity2.14%₹24.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹8.42 Cr
- Net, Sep 2026
- −₹8.42 Cr
- Net, FY to date
- ₹477 Cr
- Turnover, month
- 0.29×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Vedartha Trust Investment Solutions Strategy returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.30%; 3 months: 1.19%; Since inception: 1.54%.
How much does Vedartha Trust Investment Solutions Strategy manage?
₹1,121 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 Vedartha Trust Investment Solutions Strategy?
Bandhan AMC, a SEBI-registered portfolio manager (INP000008534), 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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