- Manager
- Equipoise Capital Management
- Service
- Discretionary
- Asset class
- Debt
EquiPoise Income Strategy
+1.42%
1-year return
Benchmark CRISIL Composite Bond Index +3.81% · to 30 Sep 2026
Equipoise Capital Management’s EquiPoise Income Strategy returned 1.42% over the year to 30 Sep 2026, against 3.81% for its benchmark, the CRISIL Composite Bond Index. It managed ₹0.18 crore across its clients.
Key numbers
- AUM
- ₹0.18 Cr
- Benchmark
- CRISIL Composite Bond Index
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | CRISIL Composite Bond Index | Difference |
|---|---|---|---|
| 1 month | +0.42% | −0.42% | +0.84% |
| 3 months | +1.26% | −0.40% | +1.66% |
| 6 months | +1.42% | +3.10% | −1.68% |
| 1 year | +1.42% | +3.81% | −2.39% |
| 2 years | +0.71% | +5.33% | −4.62% |
| Since inception | +0.70% | +5.64% | −4.94% |
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
- Mutual funds100.00%₹0.18 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0.18 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has EquiPoise Income Strategy returned?
1.42% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.42%; 3 months: 1.26%; 6 months: 1.42%; 1 year: 1.42%; 2 years: 0.71%; Since inception: 0.70%.
How has it done against its benchmark?
Its benchmark, the CRISIL Composite Bond Index, returned 3.81% over the year, so the strategy was 2.39 percentage points behind.
How much does EquiPoise Income Strategy manage?
₹0.18 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 EquiPoise Income Strategy?
Equipoise Capital Management, a SEBI-registered portfolio manager (INP000008756), 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