- Manager
- Jain Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Innovative Business
−7.94%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Jain Investment Advisors’ Innovative Business returned −7.94% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹8.18 crore across its clients.
Key numbers
- AUM
- ₹8.18 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.23×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −6.07% | −5.57% | −0.50% |
| 3 months | −1.88% | −3.59% | +1.71% |
| 6 months | +17.48% | +8.07% | +9.41% |
| 1 year | −7.94% | −2.33% | −5.61% |
| 2 years | −6.30% | −3.93% | −2.37% |
| 3 years | +12.04% | +9.20% | +2.84% |
| 4 years | +14.57% | +11.22% | +3.35% |
| 5 years | +12.08% | +8.91% | +3.17% |
| Since inception | +11.73% | +13.47% | −1.74% |
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 equity93.40%₹7.64 Cr
- Mutual funds6.60%₹0.54 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- −₹0.02 Cr
- Net, FY to date
- ₹0.11 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.23×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Innovative Business returned?
−7.94% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.07%; 3 months: −1.88%; 6 months: 17.48%; 1 year: −7.94%; 2 years: −6.30%; 3 years: 12.04%; 4 years: 14.57%; 5 years: 12.08%; Since inception: 11.73%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 5.61 percentage points behind.
How much does Innovative Business manage?
₹8.18 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 Innovative Business?
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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