Manager
HDFC Asset Management Company
Service
Discretionary
Asset class
Equity

India Ascent Portfolio - DPMS

+1.01%

1-year return

Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026

HDFC Asset Management Company’s India Ascent Portfolio - DPMS returned 1.01% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹5.11 crore across its clients.

Key numbers

AUM
₹5.11 Cr
Benchmark
BSE 500 TRI
Turnover, past year
1.13×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

India Ascent Portfolio - DPMS returns against the BSE 500 TRI
PeriodThis strategyBSE 500 TRIDifference
1 month−3.94%−5.57%+1.63%
3 months−2.50%−3.59%+1.09%
6 months+11.54%+8.07%+3.47%
1 year+1.01%−2.33%+3.34%
2 years−3.88%−3.93%+0.05%
3 years+6.96%+9.20%−2.24%
Since inception+8.47%+10.91%−2.44%

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 equity96.28%
  • Cash and other3.72%

Flows and turnover

Inflow, Sep 2026
₹0
Outflow, Sep 2026
₹0
Net, Sep 2026
₹0
Net, FY to date
₹1.58 Cr
Turnover, month
0.04×
Turnover, past year
1.13×

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

FAQs

What has India Ascent Portfolio - DPMS returned?

1.01% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.94%; 3 months: −2.50%; 6 months: 11.54%; 1 year: 1.01%; 2 years: −3.88%; 3 years: 6.96%; Since inception: 8.47%.

How has it done against its benchmark?

Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 3.34 percentage points ahead.

How much does India Ascent Portfolio - DPMS manage?

₹5.11 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 India Ascent Portfolio - DPMS?

HDFC Asset Management Company, a SEBI-registered portfolio manager (INP000000506), 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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