- Manager
- Ladderup Asset Managers
- Service
- Discretionary
- Asset class
- Debt
Credit Opportunities Portfolio - PAYOUT
+12.08%
1-year return
Benchmark NIFTYDEBT +0.08% · to 30 Sep 2026
Ladderup Asset Managers’ Credit Opportunities Portfolio - PAYOUT returned 12.08% over the year to 30 Sep 2026, against 0.08% for its benchmark, the NIFTYDEBT. It managed ₹14.04 crore across its clients.
Key numbers
- AUM
- ₹14.04 Cr
- Benchmark
- NIFTYDEBT
- Turnover, past year
- 1.16×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTYDEBT | Difference |
|---|---|---|---|
| 1 month | +0.75% | −0.84% | +1.59% |
| 3 months | +2.62% | −1.78% | +4.40% |
| 6 months | +5.79% | +0.55% | +5.24% |
| 1 year | +12.08% | +0.08% | +12.00% |
| 2 years | +11.55% | +3.11% | +8.44% |
| Since inception | +12.09% | +3.49% | +8.60% |
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
- Debt98.29%₹13.80 Cr
- Cash and other1.28%₹0.18 Cr
- Mutual funds0.36%₹0.05 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.01 Cr
- Outflow, Sep 2026
- ₹0.10 Cr
- Net, Sep 2026
- −₹0.09 Cr
- Net, FY to date
- ₹4.64 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 1.16×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Credit Opportunities Portfolio - PAYOUT returned?
12.08% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.75%; 3 months: 2.62%; 6 months: 5.79%; 1 year: 12.08%; 2 years: 11.55%; Since inception: 12.09%.
How has it done against its benchmark?
Its benchmark, the NIFTYDEBT, returned 0.08% over the year, so the strategy was 12.00 percentage points ahead.
How much does Credit Opportunities Portfolio - PAYOUT manage?
₹14.04 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 - PAYOUT?
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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