- Manager
- Jeetay Investments
- Service
- Discretionary
- Asset class
- Equity
Growth plus Value Investing
−1.08%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Jeetay Investments’ Growth plus Value Investing returned −1.08% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹458 crore across its clients.
Key numbers
- AUM
- ₹458 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.12×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −5.11% | −5.57% | +0.46% |
| 3 months | −2.08% | −3.59% | +1.51% |
| 6 months | +15.48% | +8.07% | +7.41% |
| 1 year | −1.08% | −2.33% | +1.25% |
| 2 years | −2.60% | −3.93% | +1.33% |
| 3 years | +6.58% | +9.20% | −2.62% |
| 4 years | +10.84% | +11.22% | −0.38% |
| 5 years | +8.07% | +8.91% | −0.84% |
| Since inception | +13.87% | +15.12% | −1.25% |
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 equity97.39%₹446 Cr
- Mutual funds2.44%₹11.18 Cr
- Cash and other0.16%₹0.73 Cr
- Debt0.02%₹0.07 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.40 Cr
- Outflow, Sep 2026
- ₹0.21 Cr
- Net, Sep 2026
- ₹1.20 Cr
- Net, FY to date
- −₹3.98 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.12×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Growth plus Value Investing returned?
−1.08% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.11%; 3 months: −2.08%; 6 months: 15.48%; 1 year: −1.08%; 2 years: −2.60%; 3 years: 6.58%; 4 years: 10.84%; 5 years: 8.07%; Since inception: 13.87%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 1.25 percentage points ahead.
How much does Growth plus Value Investing manage?
₹458 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 Growth plus Value Investing?
Jeetay Investments, a SEBI-registered portfolio manager (INP000000993), 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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