- Manager
- Paterson Securities Private
- Service
- Discretionary
- Asset class
- Equity
Paterson Southern Spice
+7.95%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Paterson Securities Private’s Paterson Southern Spice returned 7.95% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹19.16 crore across its clients.
Key numbers
- AUM
- ₹19.16 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.70×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.98% | −5.57% | +1.59% |
| 3 months | +4.18% | −3.59% | +7.77% |
| 6 months | +22.97% | +8.07% | +14.90% |
| 1 year | +7.95% | −2.33% | +10.28% |
| Since inception | +4.92% | −2.09% | +7.01% |
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 equity52.61%₹10.08 Cr
- Mutual funds42.80%₹8.20 Cr
- Cash and other4.59%₹0.88 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.05 Cr
- Outflow, Sep 2026
- ₹0.03 Cr
- Net, Sep 2026
- ₹1.02 Cr
- Net, FY to date
- ₹11.42 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.70×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Paterson Southern Spice returned?
7.95% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.98%; 3 months: 4.18%; 6 months: 22.97%; 1 year: 7.95%; Since inception: 4.92%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 10.28 percentage points ahead.
How much does Paterson Southern Spice manage?
₹19.16 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 Southern Spice?
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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