Manager
Ebisu Investment Advisors
Service
Discretionary
Asset class
Equity

EBISU India All Inclusive

+7.83%

1-year return

Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026

Ebisu Investment Advisors’ EBISU India All Inclusive returned 7.83% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹57.08 crore across its clients.

Key numbers

AUM
₹57.08 Cr
Benchmark
S and P BSE 500 Total Return Index
Turnover, past year
0.32×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

EBISU India All Inclusive returns against the S and P BSE 500 Total Return Index
PeriodThis strategyS and P BSE 500 Total Return IndexDifference
1 month−2.62%−5.57%+2.95%
3 months+1.84%−3.59%+5.43%
6 months+41.48%+8.07%+33.41%
1 year+7.83%−2.33%+10.16%
Since inception+0.73%−2.32%+3.05%

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 equity94.59%
  • Cash and other3.28%
  • Mutual funds2.14%

Flows and turnover

Inflow, Sep 2026
₹0.43 Cr
Outflow, Sep 2026
₹0
Net, Sep 2026
₹0.43 Cr
Net, FY to date
₹3.67 Cr
Turnover, month
0.04×
Turnover, past year
0.32×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has EBISU India All Inclusive returned?

7.83% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.62%; 3 months: 1.84%; 6 months: 41.48%; 1 year: 7.83%; Since inception: 0.73%.

How has it done against its benchmark?

Its benchmark, the S and P BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 10.16 percentage points ahead.

How much does EBISU India All Inclusive manage?

₹57.08 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 EBISU India All Inclusive?

Ebisu Investment Advisors, a SEBI-registered portfolio manager (INP000009250), 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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