- Manager
- Pioneer Client Associates
- Service
- Discretionary
- Asset class
- Equity
CA Equity Multi-Manager Portfolio
−3.11%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Pioneer Client Associates’ CA Equity Multi-Manager Portfolio returned −3.11% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹1.08 crore across its clients.
Key numbers
- AUM
- ₹1.08 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.33×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.60% | −5.57% | −0.03% |
| 3 months | −3.08% | −3.59% | +0.51% |
| 6 months | +8.11% | +8.07% | +0.04% |
| 1 year | −3.11% | −2.33% | −0.78% |
| 2 years | −3.13% | −3.93% | +0.80% |
| Since inception | +3.80% | +6.05% | −2.25% |
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
- Mutual funds101.85%₹1.10 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.00×
- Turnover, past year
- 0.33×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has CA Equity Multi-Manager Portfolio returned?
−3.11% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.60%; 3 months: −3.08%; 6 months: 8.11%; 1 year: −3.11%; 2 years: −3.13%; Since inception: 3.80%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.78 percentage points behind.
How much does CA Equity Multi-Manager Portfolio manage?
₹1.08 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 CA Equity Multi-Manager Portfolio?
Pioneer Client Associates, a SEBI-registered portfolio manager (INP100007231), 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