- Manager
- Jain Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Dynamic High Growth
+0.74%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Jain Investment Advisors’ Dynamic High Growth returned 0.74% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹260 crore across its clients.
Key numbers
- AUM
- ₹260 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.17×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.09% | −5.57% | +2.48% |
| 3 months | −3.35% | −3.59% | +0.24% |
| 6 months | +3.14% | +8.07% | −4.93% |
| 1 year | +0.74% | −2.33% | +3.07% |
| 2 years | −3.36% | −3.93% | +0.57% |
| 3 years | +6.19% | +9.20% | −3.01% |
| Since inception | +8.12% | +10.54% | −2.42% |
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 equity72.02%₹188 Cr
- Mutual funds27.70%₹72.12 Cr
- Cash and other0.29%₹0.75 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹4.81 Cr
- Outflow, Sep 2026
- ₹3.11 Cr
- Net, Sep 2026
- ₹1.70 Cr
- Net, FY to date
- ₹13.07 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.17×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Dynamic High Growth returned?
0.74% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.09%; 3 months: −3.35%; 6 months: 3.14%; 1 year: 0.74%; 2 years: −3.36%; 3 years: 6.19%; Since inception: 8.12%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 3.07 percentage points ahead.
How much does Dynamic High Growth manage?
₹260 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 High Growth?
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app