- Manager
- Composite Investments
- Service
- Discretionary
- Asset class
- Hybrid
I-Core
+3.64%
1-year return
Benchmark NIFTY 50 Hybrid Composite Debt 50:50 Index −2.65% · to 30 Sep 2026
Composite Investments’ I-Core returned 3.64% over the year to 30 Sep 2026, against −2.65% for its benchmark, the NIFTY 50 Hybrid Composite Debt 50:50 Index. It managed ₹23.60 crore across its clients.
Key numbers
- AUM
- ₹23.60 Cr
- Benchmark
- NIFTY 50 Hybrid Composite Debt 50:50 Index
- Turnover, past year
- 0.38×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 Hybrid Composite Debt 50:50 Index | Difference |
|---|---|---|---|
| 1 month | −3.57% | −3.31% | −0.26% |
| 3 months | −0.96% | −3.02% | +2.06% |
| 6 months | +4.65% | +1.93% | +2.72% |
| 1 year | +3.64% | −2.65% | +6.29% |
| 2 years | +3.81% | −0.59% | +4.40% |
| 3 years | +10.11% | +6.05% | +4.06% |
| 4 years | +11.27% | +7.48% | +3.79% |
| 5 years | +8.38% | +5.96% | +2.42% |
| Since inception | +9.42% | +9.46% | −0.04% |
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
- Mutual funds67.88%₹16.02 Cr
- Listed equity29.75%₹7.02 Cr
- Cash and other2.37%₹0.56 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.10 Cr
- Net, Sep 2026
- −₹0.10 Cr
- Net, FY to date
- ₹2.85 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.38×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has I-Core returned?
3.64% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.57%; 3 months: −0.96%; 6 months: 4.65%; 1 year: 3.64%; 2 years: 3.81%; 3 years: 10.11%; 4 years: 11.27%; 5 years: 8.38%; Since inception: 9.42%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 Hybrid Composite Debt 50:50 Index, returned −2.65% over the year, so the strategy was 6.29 percentage points ahead.
How much does I-Core manage?
₹23.60 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 I-Core?
Composite Investments, a SEBI-registered portfolio manager (INP000006396), 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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