- Manager
- DMZ Partners Investment Management
- Service
- Discretionary
- Asset class
- Equity
DMZ Partners Inheritors Strategy
+2.86%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
DMZ Partners Investment Management’s DMZ Partners Inheritors Strategy returned 2.86% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹701 crore across its clients.
Key numbers
- AUM
- ₹701 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.21×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.73% | −6.03% | +0.30% |
| 3 months | +2.31% | −4.91% | +7.22% |
| 6 months | +27.12% | +2.13% | +24.99% |
| 1 year | +2.86% | −7.09% | +9.95% |
| 2 years | +9.95% | −5.29% | +15.24% |
| 3 years | +16.20% | +6.06% | +10.14% |
| 4 years | +15.25% | +8.48% | +6.77% |
| 5 years | +10.78% | +6.38% | +4.40% |
| Since inception | +15.12% | +11.26% | +3.86% |
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 equity99.16%₹695 Cr
- Cash and other0.57%₹4.02 Cr
- Unlisted equity0.27%₹1.88 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹2.44 Cr
- Outflow, Sep 2026
- ₹0.42 Cr
- Net, Sep 2026
- ₹2.02 Cr
- Net, FY to date
- ₹10.24 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.21×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has DMZ Partners Inheritors Strategy returned?
2.86% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.73%; 3 months: 2.31%; 6 months: 27.12%; 1 year: 2.86%; 2 years: 9.95%; 3 years: 16.20%; 4 years: 15.25%; 5 years: 10.78%; Since inception: 15.12%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 9.95 percentage points ahead.
How much does DMZ Partners Inheritors Strategy manage?
₹701 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 DMZ Partners Inheritors Strategy?
DMZ Partners Investment Management, a SEBI-registered portfolio manager (INP000005944), 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