- Manager
- PL Asset Management
- Service
- Discretionary
- Asset class
- Equity
MULTI ASSET DYNAMIC PORTFOLIO (TWRR Unitised)
+6.50%
1-year return
Benchmark Nifty Multi Asset Index +3.12% · to 30 Sep 2026
PL Asset Management’s MULTI ASSET DYNAMIC PORTFOLIO (TWRR Unitised) returned 6.50% over the year to 30 Sep 2026, against 3.12% for its benchmark, the Nifty Multi Asset Index. It managed ₹23.05 crore across its clients.
Key numbers
- AUM
- ₹23.05 Cr
- Benchmark
- Nifty Multi Asset Index
- Turnover, past year
- 0.32×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Multi Asset Index | Difference |
|---|---|---|---|
| 1 month | −5.37% | −2.65% | −2.72% |
| 3 months | −1.22% | −0.75% | −0.47% |
| 6 months | +6.97% | +6.55% | +0.42% |
| 1 year | +6.50% | +3.12% | +3.38% |
| 2 years | +4.14% | +2.85% | +1.29% |
| 3 years | +10.79% | +9.81% | +0.98% |
| 4 years | +12.16% | +10.12% | +2.04% |
| 5 years | +9.10% | +8.75% | +0.35% |
| Since inception | +9.57% | +9.67% | −0.10% |
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
- 0.00×
- Turnover, past year
- 0.32×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has MULTI ASSET DYNAMIC PORTFOLIO (TWRR Unitised) returned?
6.50% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.37%; 3 months: −1.22%; 6 months: 6.97%; 1 year: 6.50%; 2 years: 4.14%; 3 years: 10.79%; 4 years: 12.16%; 5 years: 9.10%; Since inception: 9.57%.
How has it done against its benchmark?
Its benchmark, the Nifty Multi Asset Index, returned 3.12% over the year, so the strategy was 3.38 percentage points ahead.
How much does MULTI ASSET DYNAMIC PORTFOLIO (TWRR Unitised) manage?
₹23.05 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 MULTI ASSET DYNAMIC PORTFOLIO (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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app