- Manager
- Cumulus Advisory
- Service
- Discretionary
- Asset class
- Equity
Elevate Fund Investment Approach
+11.75%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Cumulus Advisory’s Elevate Fund Investment Approach returned 11.75% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹127 crore across its clients.
Key numbers
- AUM
- ₹127 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.35×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.40% | −5.57% | +4.17% |
| 3 months | +6.04% | −3.59% | +9.63% |
| 6 months | +29.13% | +8.07% | +21.06% |
| 1 year | +11.75% | −2.33% | +14.08% |
| Since inception | +14.74% | +0.55% | +14.19% |
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 equity93.76%₹119 Cr
- Cash and other4.58%₹5.83 Cr
- Mutual funds1.66%₹2.11 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.28 Cr
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- ₹1.26 Cr
- Net, FY to date
- ₹11.27 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.35×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Elevate Fund Investment Approach returned?
11.75% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.40%; 3 months: 6.04%; 6 months: 29.13%; 1 year: 11.75%; Since inception: 14.74%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 14.08 percentage points ahead.
How much does Elevate Fund Investment Approach manage?
₹127 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 Elevate Fund Investment Approach?
Cumulus Advisory, a SEBI-registered portfolio manager (INP000009214), 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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