- Manager
- Ladderup Asset Managers
- Service
- Discretionary
- Asset class
- Debt
Credit Opportunities Portfolio
+11.39%
1-year return
Benchmark NIFTYDEBT +0.08% · to 30 Sep 2026
Ladderup Asset Managers’ Credit Opportunities Portfolio returned 11.39% over the year to 30 Sep 2026, against 0.08% for its benchmark, the NIFTYDEBT. It managed ₹60.43 crore across its clients.
Key numbers
- AUM
- ₹60.43 Cr
- Benchmark
- NIFTYDEBT
- Turnover, past year
- 1.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTYDEBT | Difference |
|---|---|---|---|
| 1 month | +0.73% | −0.84% | +1.57% |
| 3 months | +2.63% | −1.78% | +4.41% |
| 6 months | +5.90% | +0.55% | +5.35% |
| 1 year | +11.39% | +0.08% | +11.31% |
| 2 years | +11.41% | +3.11% | +8.30% |
| Since inception | +12.47% | +4.10% | +8.37% |
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
- Debt97.88%₹59.15 Cr
- Cash and other2.09%₹1.26 Cr
- Mutual funds0.05%₹0.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹3.75 Cr
- Outflow, Sep 2026
- ₹1.01 Cr
- Net, Sep 2026
- ₹2.74 Cr
- Net, FY to date
- ₹13.99 Cr
- Turnover, month
- 0.13×
- Turnover, past year
- 1.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Credit Opportunities Portfolio returned?
11.39% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.73%; 3 months: 2.63%; 6 months: 5.90%; 1 year: 11.39%; 2 years: 11.41%; Since inception: 12.47%.
How has it done against its benchmark?
Its benchmark, the NIFTYDEBT, returned 0.08% over the year, so the strategy was 11.31 percentage points ahead.
How much does Credit Opportunities Portfolio manage?
₹60.43 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 Credit Opportunities Portfolio?
Ladderup Asset Managers, a SEBI-registered portfolio manager (INP000007775), 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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