- Manager
- Dalal and Broacha Stock Broking
- Service
- Discretionary
- Asset class
- Equity
Long Term Growth
−0.86%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Dalal and Broacha Stock Broking’s Long Term Growth returned −0.86% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹1,202 crore across its clients.
Key numbers
- AUM
- ₹1,202 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.35×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.88% | −6.03% | +1.15% |
| 3 months | −3.77% | −4.91% | +1.14% |
| 6 months | +18.62% | +2.13% | +16.49% |
| 1 year | −0.86% | −7.09% | +6.23% |
| 2 years | −2.42% | −5.29% | +2.87% |
| 3 years | +12.75% | +6.06% | +6.69% |
| 4 years | +15.23% | +8.48% | +6.75% |
| 5 years | +10.88% | +6.38% | +4.50% |
| Since inception | +13.02% | +10.63% | +2.39% |
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 equity92.97%₹1,117 Cr
- Cash and other6.22%₹74.73 Cr
- Mutual funds0.82%₹9.82 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹6.09 Cr
- Outflow, Sep 2026
- ₹2.27 Cr
- Net, Sep 2026
- ₹3.82 Cr
- Net, FY to date
- ₹23.14 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.35×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Long Term Growth returned?
−0.86% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.88%; 3 months: −3.77%; 6 months: 18.62%; 1 year: −0.86%; 2 years: −2.42%; 3 years: 12.75%; 4 years: 15.23%; 5 years: 10.88%; Since inception: 13.02%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 6.23 percentage points ahead.
How much does Long Term Growth manage?
₹1,202 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 Long Term Growth?
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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