- Manager
- Jain Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Alpha Equity
−6.77%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Jain Investment Advisors’ Alpha Equity returned −6.77% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹27.05 crore across its clients.
Key numbers
- AUM
- ₹27.05 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.21×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.98% | −5.57% | +0.59% |
| 3 months | −4.09% | −3.59% | −0.50% |
| 6 months | +16.15% | +8.07% | +8.08% |
| 1 year | −6.77% | −2.33% | −4.44% |
| 2 years | −4.17% | −3.93% | −0.24% |
| 3 years | +14.57% | +9.20% | +5.37% |
| 4 years | +18.28% | +11.22% | +7.06% |
| 5 years | +15.83% | +8.91% | +6.92% |
| Since inception | +12.90% | +13.47% | −0.57% |
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 equity97.82%₹26.46 Cr
- Cash and other1.66%₹0.45 Cr
- Mutual funds0.55%₹0.15 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.03 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.03 Cr
- Net, FY to date
- ₹0.36 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.21×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Alpha Equity returned?
−6.77% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.98%; 3 months: −4.09%; 6 months: 16.15%; 1 year: −6.77%; 2 years: −4.17%; 3 years: 14.57%; 4 years: 18.28%; 5 years: 15.83%; Since inception: 12.90%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 4.44 percentage points behind.
How much does Alpha Equity manage?
₹27.05 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 Alpha Equity?
Jain Investment Advisors, a SEBI-registered portfolio manager (INP000004979), 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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