- Manager
- NJ Asset Management
- Service
- Discretionary
- Asset class
- Equity
Multicap Portfolio - Equity Strategy
+7.76%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
NJ Asset Management’s Multicap Portfolio - Equity Strategy returned 7.76% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹662 crore across its clients.
Key numbers
- AUM
- ₹662 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 1.39×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.01% | −6.03% | +1.02% |
| 3 months | +2.02% | −4.91% | +6.93% |
| 6 months | +17.45% | +2.13% | +15.32% |
| 1 year | +7.76% | −7.09% | +14.85% |
| 2 years | −4.31% | −5.29% | +0.98% |
| 3 years | +14.36% | +6.06% | +8.30% |
| 4 years | +16.84% | +8.47% | +8.37% |
| 5 years | +12.85% | +6.37% | +6.48% |
| Since inception | +13.93% | +12.17% | +1.76% |
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 equity99.62%₹659 Cr
- Cash and other0.38%₹2.49 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹3.08 Cr
- Outflow, Sep 2026
- ₹5.18 Cr
- Net, Sep 2026
- −₹2.11 Cr
- Net, FY to date
- −₹67.91 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 1.39×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Multicap Portfolio - Equity Strategy returned?
7.76% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.01%; 3 months: 2.02%; 6 months: 17.45%; 1 year: 7.76%; 2 years: −4.31%; 3 years: 14.36%; 4 years: 16.84%; 5 years: 12.85%; Since inception: 13.93%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 14.85 percentage points ahead.
How much does Multicap Portfolio - Equity Strategy manage?
₹662 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 Multicap Portfolio - Equity Strategy?
NJ Asset Management, a SEBI-registered portfolio manager (INP000003518), 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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