- Manager
- Jain Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Business Leader
−3.18%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Jain Investment Advisors’ Business Leader returned −3.18% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹29.04 crore across its clients.
Key numbers
- AUM
- ₹29.04 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.38×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −7.42% | −5.57% | −1.85% |
| 3 months | −3.08% | −3.59% | +0.51% |
| 6 months | +11.84% | +8.07% | +3.77% |
| 1 year | −3.18% | −2.33% | −0.85% |
| 2 years | −3.43% | −3.93% | +0.50% |
| 3 years | +8.38% | +9.20% | −0.82% |
| 4 years | +9.84% | +11.22% | −1.38% |
| Since inception | +10.22% | +12.82% | −2.60% |
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 equity95.52%₹27.74 Cr
- Cash and other2.93%₹0.85 Cr
- Mutual funds1.58%₹0.46 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.08 Cr
- Outflow, Sep 2026
- ₹0.25 Cr
- Net, Sep 2026
- −₹0.17 Cr
- Net, FY to date
- −₹0.38 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.38×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Business Leader returned?
−3.18% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.42%; 3 months: −3.08%; 6 months: 11.84%; 1 year: −3.18%; 2 years: −3.43%; 3 years: 8.38%; 4 years: 9.84%; Since inception: 10.22%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.85 percentage points behind.
How much does Business Leader manage?
₹29.04 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 Business Leader?
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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