- Manager
- Jain Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Strategic Equity
−7.77%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Jain Investment Advisors’ Strategic Equity returned −7.77% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹1,184 crore across its clients.
Key numbers
- AUM
- ₹1,184 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.15×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.69% | −5.57% | +0.88% |
| 3 months | −3.99% | −3.59% | −0.40% |
| 6 months | +12.49% | +8.07% | +4.42% |
| 1 year | −7.77% | −2.33% | −5.44% |
| 2 years | −6.22% | −3.93% | −2.29% |
| 3 years | +12.10% | +9.20% | +2.90% |
| 4 years | +14.73% | +11.22% | +3.51% |
| 5 years | +12.37% | +8.91% | +3.46% |
| Since inception | +10.98% | +12.69% | −1.71% |
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 equity87.18%₹1,033 Cr
- Mutual funds12.65%₹150 Cr
- Cash and other0.17%₹2.05 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹12.49 Cr
- Outflow, Sep 2026
- ₹8.94 Cr
- Net, Sep 2026
- ₹3.55 Cr
- Net, FY to date
- ₹9.16 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.15×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Strategic Equity returned?
−7.77% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.69%; 3 months: −3.99%; 6 months: 12.49%; 1 year: −7.77%; 2 years: −6.22%; 3 years: 12.10%; 4 years: 14.73%; 5 years: 12.37%; Since inception: 10.98%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 5.44 percentage points behind.
How much does Strategic Equity manage?
₹1,184 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 Strategic 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.
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