Manager
Latent Advisors
Service
Discretionary
Asset class
Equity

Latent Equity Growth

+18.04%

1-year return

Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026

Latent Advisors’ Latent Equity Growth returned 18.04% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹133 crore across its clients.

Key numbers

AUM
₹133 Cr
Benchmark
BSE 500 TRI
Turnover, past year
0.87×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Latent Equity Growth returns against the BSE 500 TRI
PeriodThis strategyBSE 500 TRIDifference
1 month−0.86%−5.57%+4.71%
3 months+6.27%−3.59%+9.86%
6 months+35.97%+8.07%+27.90%
1 year+18.04%−2.33%+20.37%
2 years+11.61%−3.93%+15.54%
Since inception+23.17%+5.51%+17.66%

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 equity87.16%
  • Mutual funds7.30%
  • Cash and other5.54%

Flows and turnover

Inflow, Sep 2026
₹3.24 Cr
Outflow, Sep 2026
₹0.33 Cr
Net, Sep 2026
₹2.91 Cr
Net, FY to date
₹15.30 Cr
Turnover, month
0.04×
Turnover, past year
0.87×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Latent Equity Growth returned?

18.04% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.86%; 3 months: 6.27%; 6 months: 35.97%; 1 year: 18.04%; 2 years: 11.61%; Since inception: 23.17%.

How has it done against its benchmark?

Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 20.37 percentage points ahead.

How much does Latent Equity Growth manage?

₹133 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 Latent Equity Growth?

Latent Advisors, a SEBI-registered portfolio manager (INP000008437), 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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