- Manager
- Paterson Securities Private
- Service
- Discretionary
- Asset class
- Equity
Paterson Leadership
+3.74%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Paterson Securities Private’s Paterson Leadership returned 3.74% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹7.32 crore across its clients.
Key numbers
- AUM
- ₹7.32 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.29×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.92% | −5.57% | +1.65% |
| 3 months | −3.82% | −3.59% | −0.23% |
| 6 months | +20.99% | +8.07% | +12.92% |
| 1 year | +3.74% | −2.33% | +6.07% |
| 2 years | +2.54% | −3.93% | +6.47% |
| Since inception | +2.52% | −4.39% | +6.91% |
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 equity90.98%₹6.66 Cr
- Cash and other6.83%₹0.50 Cr
- Mutual funds2.19%₹0.16 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.08 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹1.08 Cr
- Net, FY to date
- ₹1.09 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.29×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Paterson Leadership returned?
3.74% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.92%; 3 months: −3.82%; 6 months: 20.99%; 1 year: 3.74%; 2 years: 2.54%; Since inception: 2.52%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 6.07 percentage points ahead.
How much does Paterson Leadership manage?
₹7.32 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 Leadership?
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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