- Manager
- Electrum Portfolio Managers
- Service
- Discretionary
- Asset class
- Equity
Electrum Novogram Excel Strategy
+16.54%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Electrum Portfolio Managers’ Electrum Novogram Excel Strategy returned 16.54% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹6.82 crore across its clients.
Key numbers
- AUM
- ₹6.82 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.92×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.90% | −5.57% | +2.67% |
| 3 months | +0.73% | −3.59% | +4.32% |
| 6 months | +35.39% | +8.07% | +27.32% |
| 1 year | +16.54% | −2.33% | +18.87% |
| Since inception | −1.22% | −0.77% | −0.45% |
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 equity96.04%₹6.55 Cr
- Cash and other3.96%₹0.27 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹1.60 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.92×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Electrum Novogram Excel Strategy returned?
16.54% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.90%; 3 months: 0.73%; 6 months: 35.39%; 1 year: 16.54%; Since inception: −1.22%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 18.87 percentage points ahead.
How much does Electrum Novogram Excel Strategy manage?
₹6.82 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 Electrum Novogram Excel Strategy?
Electrum Portfolio Managers, a SEBI-registered portfolio manager (INP000007544), 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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