- Manager
- Impetus Arthasutra
- Service
- Discretionary
- Asset class
- Multi-asset
Impetus Trinity FOF
+1.20%
1-year return
Benchmark NSE Multi Asset Index 1 +3.12% · to 30 Sep 2026
Impetus Arthasutra’s Impetus Trinity FOF returned 1.20% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NSE Multi Asset Index 1. It managed ₹15.92 crore across its clients.
Key numbers
- AUM
- ₹15.92 Cr
- Benchmark
- NSE Multi Asset Index 1
- Turnover, past year
- 1.45×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 1 | Difference |
|---|---|---|---|
| 1 month | −3.49% | −2.65% | −0.84% |
| 3 months | −1.03% | −0.75% | −0.28% |
| 6 months | +8.54% | +6.55% | +1.99% |
| 1 year | +1.20% | +3.12% | −1.92% |
| Since inception | +1.50% | +4.48% | −2.98% |
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 funds83.85%₹13.35 Cr
- Cash and other16.15%₹2.57 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹4.30 Cr
- Outflow, Sep 2026
- ₹0.14 Cr
- Net, Sep 2026
- ₹4.17 Cr
- Net, FY to date
- ₹10.65 Cr
- Turnover, month
- 0.13×
- Turnover, past year
- 1.45×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Impetus Trinity FOF returned?
1.20% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.49%; 3 months: −1.03%; 6 months: 8.54%; 1 year: 1.20%; Since inception: 1.50%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 1, returned 3.12% over the year, so the strategy was 1.92 percentage points behind.
How much does Impetus Trinity FOF manage?
₹15.92 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 Impetus Trinity FOF?
Impetus Arthasutra, a SEBI-registered portfolio manager (INP000002130), 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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