- Manager
- Jain Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Dynamic Business Leader
−0.95%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Jain Investment Advisors’ Dynamic Business Leader returned −0.95% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹123 crore across its clients.
Key numbers
- AUM
- ₹123 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 | −4.76% | −5.57% | +0.81% |
| 3 months | −1.83% | −3.59% | +1.76% |
| 6 months | +7.62% | +8.07% | −0.45% |
| 1 year | −0.95% | −2.33% | +1.38% |
| 2 years | −1.06% | −3.93% | +2.87% |
| 3 years | +6.90% | +9.20% | −2.30% |
| 4 years | +8.09% | +11.22% | −3.13% |
| Since inception | +7.21% | +10.09% | −2.88% |
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 equity68.93%₹84.64 Cr
- Mutual funds29.97%₹36.80 Cr
- Cash and other1.12%₹1.37 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.51 Cr
- Outflow, Sep 2026
- ₹1.26 Cr
- Net, Sep 2026
- −₹0.75 Cr
- Net, FY to date
- ₹0.59 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.21×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Dynamic Business Leader returned?
−0.95% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.76%; 3 months: −1.83%; 6 months: 7.62%; 1 year: −0.95%; 2 years: −1.06%; 3 years: 6.90%; 4 years: 8.09%; Since inception: 7.21%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 1.38 percentage points ahead.
How much does Dynamic Business Leader manage?
₹123 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 Dynamic 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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