- Manager
- Paterson Securities Private
- Service
- Discretionary
- Asset class
- Equity
Paterson Advantage
−41.26%
1-year return
Benchmark NIFTY LARGEMIDCAP 250_TRI −0.37% · to 30 Sep 2026
Paterson Securities Private’s Paterson Advantage returned −41.26% over the year to 30 Sep 2026, against −0.37% for its benchmark, the NIFTY LARGEMIDCAP 250_TRI. It managed ₹0 across its clients.
Key numbers
- AUM
- ₹0
- Benchmark
- NIFTY LARGEMIDCAP 250_TRI
- Turnover, past year
- 0.45×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY LARGEMIDCAP 250_TRI | Difference |
|---|---|---|---|
| 1 month | — | −6.51% | — |
| 3 months | — | −4.10% | — |
| 6 months | −33.82% | +8.71% | −42.53% |
| 1 year | −41.26% | −0.37% | −40.89% |
| Since inception | −28.97% | −1.45% | −27.52% |
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.
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.74 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.45×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Paterson Advantage returned?
−41.26% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 6 months: −33.82%; 1 year: −41.26%; Since inception: −28.97%.
How has it done against its benchmark?
Its benchmark, the NIFTY LARGEMIDCAP 250_TRI, returned −0.37% over the year, so the strategy was 40.89 percentage points behind.
How much does Paterson Advantage manage?
₹0 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 Paterson Advantage?
Paterson Securities Private, a SEBI-registered portfolio manager (INP000005422), 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app