- Manager
- Composite Investments
- Service
- Discretionary
- Asset class
- Debt
Wealth Protector Debt Investment Approach
+7.27%
1-year return
Benchmark Nifty Medium to Long Duration Debt Index +0.08% · to 30 Sep 2026
Composite Investments’ Wealth Protector Debt Investment Approach returned 7.27% over the year to 30 Sep 2026, against 0.08% for its benchmark, the Nifty Medium to Long Duration Debt Index. It managed ₹70.03 crore across its clients.
Key numbers
- AUM
- ₹70.03 Cr
- Benchmark
- Nifty Medium to Long Duration Debt Index
- Turnover, past year
- 10.05×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Medium to Long Duration Debt Index | Difference |
|---|---|---|---|
| 1 month | +0.16% | −0.84% | +1.00% |
| 3 months | +1.25% | −1.78% | +3.03% |
| 6 months | +6.28% | +0.55% | +5.73% |
| 1 year | +7.27% | +0.08% | +7.19% |
| 2 years | +5.86% | +3.10% | +2.76% |
| 3 years | +7.82% | +5.07% | +2.75% |
| 4 years | +8.11% | +5.72% | +2.39% |
| 5 years | +7.59% | +4.76% | +2.83% |
| Since inception | +7.47% | +4.87% | +2.60% |
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 funds45.72%₹32.02 Cr
- Debt36.41%₹25.50 Cr
- Cash and other11.38%₹7.97 Cr
- Listed equity6.48%₹4.54 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹9 Cr
- Outflow, Sep 2026
- ₹0.43 Cr
- Net, Sep 2026
- ₹8.57 Cr
- Net, FY to date
- ₹9.55 Cr
- Turnover, month
- 0.93×
- Turnover, past year
- 10.05×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Wealth Protector Debt Investment Approach returned?
7.27% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.16%; 3 months: 1.25%; 6 months: 6.28%; 1 year: 7.27%; 2 years: 5.86%; 3 years: 7.82%; 4 years: 8.11%; 5 years: 7.59%; Since inception: 7.47%.
How has it done against its benchmark?
Its benchmark, the Nifty Medium to Long Duration Debt Index, returned 0.08% over the year, so the strategy was 7.19 percentage points ahead.
How much does Wealth Protector Debt Investment Approach manage?
₹70.03 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 Wealth Protector Debt Investment Approach?
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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