- Manager
- Dwaith Advisory
- Service
- Discretionary
- Asset class
- Equity
Concentrated Growth Portfolio
+39.27%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Dwaith Advisory’s Concentrated Growth Portfolio returned 39.27% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹237 crore across its clients.
Key numbers
- AUM
- ₹237 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.62×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +1.30% | −5.57% | +6.87% |
| 3 months | +14.79% | −3.59% | +18.38% |
| 6 months | +41.79% | +8.07% | +33.72% |
| 1 year | +39.27% | −2.33% | +41.60% |
| 2 years | +21.02% | −3.93% | +24.95% |
| Since inception | +18.01% | −0.29% | +18.30% |
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 equity92.47%₹219 Cr
- Unlisted equity4.62%₹10.94 Cr
- Cash and other2.91%₹6.90 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹10.62 Cr
- Outflow, Sep 2026
- ₹0.04 Cr
- Net, Sep 2026
- ₹10.58 Cr
- Net, FY to date
- ₹28.61 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.62×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Concentrated Growth Portfolio returned?
39.27% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 1.30%; 3 months: 14.79%; 6 months: 41.79%; 1 year: 39.27%; 2 years: 21.02%; Since inception: 18.01%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 41.60 percentage points ahead.
How much does Concentrated Growth Portfolio manage?
₹237 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 Concentrated Growth Portfolio?
Dwaith Advisory, a SEBI-registered portfolio manager (INP000008561), 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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