- Manager
- PL Asset Management
- Service
- Discretionary
- Asset class
- Equity
AQUA (TWRR Unitised)
+6.63%
1-year return
Benchmark BSE 500 TRI INDEX −2.33% · to 30 Sep 2026
PL Asset Management’s AQUA (TWRR Unitised) returned 6.63% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI INDEX. It managed ₹349 crore across its clients.
Key numbers
- AUM
- ₹349 Cr
- Benchmark
- BSE 500 TRI INDEX
- Turnover, past year
- 1.96×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI INDEX | Difference |
|---|---|---|---|
| 1 month | −2.45% | −5.57% | +3.12% |
| 3 months | −1.87% | −3.59% | +1.72% |
| 6 months | +10.64% | +8.07% | +2.57% |
| 1 year | +6.63% | −2.33% | +8.96% |
| 2 years | −4.42% | −3.93% | −0.49% |
| 3 years | +12.15% | +9.20% | +2.95% |
| Since inception | +17.53% | +11.25% | +6.28% |
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
- —
- Outflow, Sep 2026
- —
- Net, Sep 2026
- —
- Net, FY to date
- —
- Turnover, month
- 0.21×
- Turnover, past year
- 1.96×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has AQUA (TWRR Unitised) returned?
6.63% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.45%; 3 months: −1.87%; 6 months: 10.64%; 1 year: 6.63%; 2 years: −4.42%; 3 years: 12.15%; Since inception: 17.53%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI INDEX, returned −2.33% over the year, so the strategy was 8.96 percentage points ahead.
How much does AQUA (TWRR Unitised) manage?
₹349 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 AQUA (TWRR Unitised)?
PL Asset Management, a SEBI-registered portfolio manager (INP000009001), 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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