- Manager
- Deutsche Investments India
- Service
- Discretionary
- Asset class
- Multi-asset
Combination of Growth and Income
+2.51%
1-year return
Benchmark NSE Multi Asset Index 2 +2.21% · to 30 Sep 2026
Deutsche Investments India’s Combination of Growth and Income returned 2.51% over the year to 30 Sep 2026, against 2.21% for its benchmark, the NSE Multi Asset Index 2. It managed ₹116 crore across its clients.
Key numbers
- AUM
- ₹116 Cr
- Benchmark
- NSE Multi Asset Index 2
- Turnover, past year
- 0.34×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 2 | Difference |
|---|---|---|---|
| 1 month | −2.68% | −2.85% | +0.17% |
| 3 months | −0.70% | −1.23% | +0.53% |
| 6 months | +3.50% | +6.24% | −2.74% |
| 1 year | +2.51% | +2.21% | +0.30% |
| 2 years | +2.63% | +2.37% | +0.26% |
| 3 years | +6.70% | +9.55% | −2.85% |
| 4 years | +6.92% | +9.91% | −2.99% |
| 5 years | +5.94% | +8.48% | −2.54% |
| Since inception | +6.75% | +12.10% | −5.35% |
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 funds55.88%₹64.57 Cr
- Listed equity43.55%₹50.32 Cr
- Debt0.43%₹0.50 Cr
- Cash and other0.13%₹0.15 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹29.97 Cr
- Net, Sep 2026
- −₹29.97 Cr
- Net, FY to date
- −₹103 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.34×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Combination of Growth and Income returned?
2.51% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.68%; 3 months: −0.70%; 6 months: 3.50%; 1 year: 2.51%; 2 years: 2.63%; 3 years: 6.70%; 4 years: 6.92%; 5 years: 5.94%; Since inception: 6.75%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 2, returned 2.21% over the year, so the strategy was 0.30 percentage points ahead.
How much does Combination of Growth and Income manage?
₹116 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 Combination of Growth and Income?
Deutsche Investments India, a SEBI-registered portfolio manager (INP000002825), 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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