- Manager
- Equipoise Capital Management
- Service
- Discretionary
- Asset class
- Equity
EquiPoise New India Opportunities
+3.52%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Equipoise Capital Management’s EquiPoise New India Opportunities returned 3.52% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹62.23 crore across its clients.
Key numbers
- AUM
- ₹62.23 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.33×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.24% | −5.57% | +2.33% |
| 3 months | +0.21% | −3.59% | +3.80% |
| 6 months | +19.16% | +8.07% | +11.09% |
| 1 year | +3.52% | −2.33% | +5.85% |
| 2 years | −1.21% | −3.93% | +2.72% |
| Since inception | +1.27% | −0.35% | +1.62% |
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 equity95.24%₹59.27 Cr
- Mutual funds3.09%₹1.92 Cr
- Cash and other1.66%₹1.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.05 Cr
- Outflow, Sep 2026
- ₹2.08 Cr
- Net, Sep 2026
- −₹2.03 Cr
- Net, FY to date
- −₹5.46 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.33×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has EquiPoise New India Opportunities returned?
3.52% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.24%; 3 months: 0.21%; 6 months: 19.16%; 1 year: 3.52%; 2 years: −1.21%; Since inception: 1.27%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 5.85 percentage points ahead.
How much does EquiPoise New India Opportunities manage?
₹62.23 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 New India Opportunities?
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.
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