- Manager
- Dalal and Broacha Stock Broking
- Service
- Discretionary
- Asset class
- Equity
Aggressive Long Term Capital Appreciation
+62.87%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Dalal and Broacha Stock Broking’s Aggressive Long Term Capital Appreciation returned 62.87% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹246 crore across its clients.
Key numbers
- AUM
- ₹246 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.06×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −0.45% | −6.03% | +5.58% |
| 3 months | +18.63% | −4.91% | +23.54% |
| 6 months | +52.77% | +2.13% | +50.64% |
| 1 year | +62.87% | −7.09% | +69.96% |
| 2 years | +21.05% | −5.29% | +26.34% |
| 3 years | +27.20% | +6.06% | +21.14% |
| 4 years | +34.10% | +8.48% | +25.62% |
| 5 years | +27.24% | +6.38% | +20.86% |
| Since inception | +22.16% | +11.59% | +10.57% |
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 equity99.62%₹245 Cr
- Cash and other0.38%₹0.94 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.79 Cr
- Net, Sep 2026
- −₹0.79 Cr
- Net, FY to date
- ₹6.01 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.06×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Aggressive Long Term Capital Appreciation returned?
62.87% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.45%; 3 months: 18.63%; 6 months: 52.77%; 1 year: 62.87%; 2 years: 21.05%; 3 years: 27.20%; 4 years: 34.10%; 5 years: 27.24%; Since inception: 22.16%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 69.96 percentage points ahead.
How much does Aggressive Long Term Capital Appreciation manage?
₹246 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 Aggressive Long Term Capital Appreciation?
Dalal and Broacha Stock Broking, a SEBI-registered portfolio manager (INP000001975), 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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