- Manager
- Impetus Arthasutra
- Service
- Discretionary
- Asset class
- Equity
IMPETUS-Value Portfolio
+7.46%
1-year return
Benchmark BSE 500 TRI −3.22% · to 30 Sep 2026
Impetus Arthasutra’s IMPETUS-Value Portfolio returned 7.46% over the year to 30 Sep 2026, against −3.22% for its benchmark, the BSE 500 TRI. It managed ₹106 crore across its clients.
Key numbers
- AUM
- ₹106 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.67×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −0.57% | −5.60% | +5.03% |
| 3 months | +3.68% | −3.88% | +7.56% |
| 6 months | +28.24% | +7.40% | +20.84% |
| 1 year | +7.46% | −3.22% | +10.68% |
| 2 years | −2.46% | −4.91% | +2.45% |
| 3 years | +10.53% | +8.03% | +2.50% |
| 4 years | +16.20% | +9.95% | +6.25% |
| 5 years | +10.47% | +7.62% | +2.85% |
| Since inception | +9.28% | +11.19% | −1.91% |
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 equity95.35%₹101 Cr
- Mutual funds3.01%₹3.18 Cr
- Cash and other1.51%₹1.60 Cr
- Debt0.14%₹0.14 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹10.34 Cr
- Outflow, Sep 2026
- ₹1.34 Cr
- Net, Sep 2026
- ₹9 Cr
- Net, FY to date
- ₹14.01 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.67×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has IMPETUS-Value Portfolio returned?
7.46% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.57%; 3 months: 3.68%; 6 months: 28.24%; 1 year: 7.46%; 2 years: −2.46%; 3 years: 10.53%; 4 years: 16.20%; 5 years: 10.47%; Since inception: 9.28%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −3.22% over the year, so the strategy was 10.68 percentage points ahead.
How much does IMPETUS-Value Portfolio manage?
₹106 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-Value Portfolio?
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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