- Manager
- Karvy Capital
- Service
- Discretionary
- Asset class
- Debt
Aegis Debt
+9.35%
1-year return
Benchmark CRISIL – Aggressive Credit Debt Term Index +9.25% · to 30 Sep 2026
Karvy Capital’s Aegis Debt returned 9.35% over the year to 30 Sep 2026, against 9.25% for its benchmark, the CRISIL – Aggressive Credit Debt Term Index. It managed ₹3.43 crore across its clients.
Key numbers
- AUM
- ₹3.43 Cr
- Benchmark
- CRISIL – Aggressive Credit Debt Term Index
- Turnover, past year
- 89.16×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | CRISIL – Aggressive Credit Debt Term Index | Difference |
|---|---|---|---|
| 1 month | +0.60% | +0.54% | +0.06% |
| 3 months | +4.27% | +1.62% | +2.65% |
| 6 months | +6.42% | +4.77% | +1.65% |
| 1 year | +9.35% | +9.25% | +0.10% |
| 2 years | +9.97% | +9.94% | +0.03% |
| 3 years | +9.97% | +9.68% | +0.29% |
| 4 years | +9.93% | +10.39% | −0.46% |
| 5 years | +10.00% | +9.86% | +0.14% |
| Since inception | +9.80% | +10.15% | −0.35% |
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.
Flows and turnover
- Inflow, Sep 2026
- —
- Outflow, Sep 2026
- —
- Net, Sep 2026
- —
- Net, FY to date
- —
- Turnover, month
- 4.32×
- Turnover, past year
- 89.16×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Aegis Debt returned?
9.35% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.60%; 3 months: 4.27%; 6 months: 6.42%; 1 year: 9.35%; 2 years: 9.97%; 3 years: 9.97%; 4 years: 9.93%; 5 years: 10.00%; Since inception: 9.80%.
How has it done against its benchmark?
Its benchmark, the CRISIL – Aggressive Credit Debt Term Index, returned 9.25% over the year, so the strategy was 0.10 percentage points ahead.
How much does Aegis Debt manage?
₹3.43 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 Aegis Debt?
Karvy Capital, a SEBI-registered portfolio manager (INP000004524), 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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