- Manager
- Paterson Securities Private
- Service
- Discretionary
- Asset class
- Equity
Paterson Customised Portfolio
+8.57%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Paterson Securities Private’s Paterson Customised Portfolio returned 8.57% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹77.92 crore across its clients.
Key numbers
- AUM
- ₹77.92 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.11×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.85% | −5.57% | −0.28% |
| 3 months | +2.76% | −3.59% | +6.35% |
| 6 months | +15.57% | +8.07% | +7.50% |
| 1 year | +8.57% | −2.33% | +10.90% |
| 2 years | −8.04% | −3.93% | −4.11% |
| Since inception | −7.65% | −3.32% | −4.33% |
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 equity97.45%₹75.93 Cr
- Mutual funds1.19%₹0.93 Cr
- Cash and other1.03%₹0.80 Cr
- Debt0.27%₹0.21 Cr
- Unlisted equity0.06%₹0.05 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.15 Cr
- Net, Sep 2026
- −₹0.15 Cr
- Net, FY to date
- −₹7.82 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.11×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Paterson Customised Portfolio returned?
8.57% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.85%; 3 months: 2.76%; 6 months: 15.57%; 1 year: 8.57%; 2 years: −8.04%; Since inception: −7.65%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 10.90 percentage points ahead.
How much does Paterson Customised Portfolio manage?
₹77.92 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 Paterson Customised Portfolio?
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.
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