- Manager
- Janak Merchant Securities
- Service
- Discretionary
- Asset class
- Equity
Dynamic Investment Approach
−0.88%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Janak Merchant Securities’ Dynamic Investment Approach returned −0.88% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹1,065 crore across its clients.
Key numbers
- AUM
- ₹1,065 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.29×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +3.08% | −5.57% | +8.65% |
| 3 months | +0.15% | −3.59% | +3.74% |
| 6 months | +22.27% | +8.07% | +14.20% |
| 1 year | −0.88% | −2.33% | +1.45% |
| 2 years | −1.94% | −3.93% | +1.99% |
| 3 years | +14.50% | +9.21% | +5.29% |
| 4 years | +21.77% | +11.22% | +10.55% |
| 5 years | +21.13% | +8.91% | +12.22% |
| Since inception | +18.76% | +13.65% | +5.11% |
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 equity98.69%₹1,051 Cr
- Cash and other0.90%₹9.55 Cr
- Mutual funds0.39%₹4.19 Cr
- Debt0.02%₹0.22 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹10.67 Cr
- Outflow, Sep 2026
- ₹3.58 Cr
- Net, Sep 2026
- ₹7.09 Cr
- Net, FY to date
- ₹31.84 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.29×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Dynamic Investment Approach returned?
−0.88% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 3.08%; 3 months: 0.15%; 6 months: 22.27%; 1 year: −0.88%; 2 years: −1.94%; 3 years: 14.50%; 4 years: 21.77%; 5 years: 21.13%; Since inception: 18.76%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 1.45 percentage points ahead.
How much does Dynamic Investment Approach manage?
₹1,065 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 Investment Approach?
Janak Merchant Securities, a SEBI-registered portfolio manager (INP000001215), 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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