- Manager
- Deutsche Investments India
- Service
- Discretionary
- Asset class
- Equity
Long-term capital growth
−2.87%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Deutsche Investments India’s Long-term capital growth returned −2.87% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹37.18 crore across its clients.
Key numbers
- AUM
- ₹37.18 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.40×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −6.11% | −6.03% | −0.08% |
| 3 months | −4.03% | −4.91% | +0.88% |
| 6 months | +0.96% | +2.13% | −1.17% |
| 1 year | −2.87% | −7.09% | +4.22% |
| 2 years | −2.00% | −5.29% | +3.29% |
| 3 years | +9.28% | +6.06% | +3.22% |
| 4 years | +11.24% | +8.48% | +2.76% |
| 5 years | +8.04% | +6.38% | +1.66% |
| Since inception | +13.83% | +13.17% | +0.66% |
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 equity98.71%₹36.70 Cr
- Cash and other1.29%₹0.48 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹3.18 Cr
- Net, Sep 2026
- −₹3.18 Cr
- Net, FY to date
- −₹17.72 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 0.40×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Long-term capital growth returned?
−2.87% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.11%; 3 months: −4.03%; 6 months: 0.96%; 1 year: −2.87%; 2 years: −2.00%; 3 years: 9.28%; 4 years: 11.24%; 5 years: 8.04%; Since inception: 13.83%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 4.22 percentage points ahead.
How much does Long-term capital growth manage?
₹37.18 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 capital growth?
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app