- Manager
- Ladderup Asset Managers
- Service
- Discretionary
- Asset class
- Equity
Proud Portfolio
−12.01%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Ladderup Asset Managers’ Proud Portfolio returned −12.01% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹90.72 crore across its clients.
Key numbers
- AUM
- ₹90.72 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.72×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −9.28% | −5.57% | −3.71% |
| 3 months | −6.88% | −3.59% | −3.29% |
| 6 months | +9.80% | +8.07% | +1.73% |
| 1 year | −12.01% | −2.33% | −9.68% |
| 2 years | −7.36% | −3.93% | −3.43% |
| 3 years | +2.72% | +9.20% | −6.48% |
| Since inception | +5.65% | +11.84% | −6.19% |
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 equity88.39%₹80.19 Cr
- Cash and other11.57%₹10.50 Cr
- Debt0.01%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.75 Cr
- Outflow, Sep 2026
- ₹0.85 Cr
- Net, Sep 2026
- −₹0.10 Cr
- Net, FY to date
- −₹5.77 Cr
- Turnover, month
- 0.15×
- Turnover, past year
- 0.72×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Proud Portfolio returned?
−12.01% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −9.28%; 3 months: −6.88%; 6 months: 9.80%; 1 year: −12.01%; 2 years: −7.36%; 3 years: 2.72%; Since inception: 5.65%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 9.68 percentage points behind.
How much does Proud Portfolio manage?
₹90.72 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 Proud 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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