Manager
Mo Alternate Investment Advisors
Service
Discretionary
Asset class
Equity

Mope PMS I

+10.81%

1-year return

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

Mo Alternate Investment Advisors’ Mope PMS I returned 10.81% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹242 crore across its clients.

Key numbers

AUM
₹242 Cr
Benchmark
S and P BSE 500 TRI
Turnover, past year
0.10×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Mope PMS I returns against the S and P BSE 500 TRI
PeriodThis strategyS and P BSE 500 TRIDifference
1 month+5.00%−5.57%+10.57%
3 months+5.00%−3.59%+8.59%
6 months+5.00%+8.07%−3.07%
1 year+10.81%−2.33%+13.14%
2 years+9.47%−3.93%+13.40%
3 years+10.17%+9.20%+0.97%
4 years+8.21%+11.22%−3.01%
5 years+5.69%+8.91%−3.22%
Since inception+4.73%+11.98%−7.25%

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

  • Unlisted equity75.27%
  • Listed equity24.73%

Flows and turnover

Inflow, Sep 2026
₹0
Outflow, Sep 2026
₹0
Net, Sep 2026
₹0
Net, FY to date
−₹1.24 Cr
Turnover, month
0.00×
Turnover, past year
0.10×

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

FAQs

What has Mope PMS I returned?

10.81% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 5.00%; 3 months: 5.00%; 6 months: 5.00%; 1 year: 10.81%; 2 years: 9.47%; 3 years: 10.17%; 4 years: 8.21%; 5 years: 5.69%; Since inception: 4.73%.

How has it done against its benchmark?

Its benchmark, the S and P BSE 500 TRI, returned −2.33% over the year, so the strategy was 13.14 percentage points ahead.

How much does Mope PMS I manage?

₹242 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 Mope PMS I?

Mo Alternate Investment Advisors, a SEBI-registered portfolio manager (INP000004920), 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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