- Manager
- Jain Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
India Equity
−10.93%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Jain Investment Advisors’ India Equity returned −10.93% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹27.60 crore across its clients.
Key numbers
- AUM
- ₹27.60 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.14×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −6.06% | −5.57% | −0.49% |
| 3 months | −4.97% | −3.59% | −1.38% |
| 6 months | +13.09% | +8.07% | +5.02% |
| 1 year | −10.93% | −2.33% | −8.60% |
| 2 years | −8.70% | −3.93% | −4.77% |
| 3 years | +10.27% | +9.20% | +1.07% |
| 4 years | +13.79% | +11.22% | +2.57% |
| 5 years | +10.52% | +8.91% | +1.61% |
| Since inception | +10.25% | +13.47% | −3.22% |
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 equity90.36%₹24.94 Cr
- Mutual funds9.42%₹2.60 Cr
- Cash and other0.22%₹0.06 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.33 Cr
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- ₹1.31 Cr
- Net, FY to date
- ₹0.72 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.14×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has India Equity returned?
−10.93% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.06%; 3 months: −4.97%; 6 months: 13.09%; 1 year: −10.93%; 2 years: −8.70%; 3 years: 10.27%; 4 years: 13.79%; 5 years: 10.52%; Since inception: 10.25%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 8.60 percentage points behind.
How much does India Equity manage?
₹27.60 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 India 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app