- Manager
- Elixir Equities
- Service
- Discretionary
- Asset class
- Equity
Long Term
+3.22%
1-year return
Benchmark MSEI SX 40 −8.52% · to 30 Sep 2026
Elixir Equities’ Long Term returned 3.22% over the year to 30 Sep 2026, against −8.52% for its benchmark, the MSEI SX 40. It managed ₹17.47 crore across its clients.
Key numbers
- AUM
- ₹17.47 Cr
- Benchmark
- MSEI SX 40
- Turnover, past year
- 0.99×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | MSEI SX 40 | Difference |
|---|---|---|---|
| 1 month | −6.67% | −5.90% | −0.77% |
| 3 months | −2.13% | −5.22% | +3.09% |
| 6 months | +9.90% | +1.53% | +8.37% |
| 1 year | +3.22% | −8.52% | +11.74% |
| 2 years | −2.53% | −7.06% | +4.53% |
| 3 years | +4.03% | +4.00% | +0.03% |
| 4 years | +5.23% | +6.07% | −0.84% |
| 5 years | +4.45% | +4.17% | +0.28% |
| Since inception | +6.57% | — | — |
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 equity95.94%₹16.76 Cr
- Cash and other4.06%₹0.71 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- ₹0.79 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.99×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Long Term returned?
3.22% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.67%; 3 months: −2.13%; 6 months: 9.90%; 1 year: 3.22%; 2 years: −2.53%; 3 years: 4.03%; 4 years: 5.23%; 5 years: 4.45%; Since inception: 6.57%.
How has it done against its benchmark?
Its benchmark, the MSEI SX 40, returned −8.52% over the year, so the strategy was 11.74 percentage points ahead.
How much does Long Term manage?
₹17.47 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?
Elixir Equities, a SEBI-registered portfolio manager (INP000002163), 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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