- Manager
- PL Asset Management
- Service
- Discretionary
- Asset class
- Equity
TRINITY (TWRR Unitised)
₹9.88 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
PL Asset Management’s TRINITY (TWRR Unitised) managed ₹9.88 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹9.88 Cr
- Benchmark
- BSE 500 TRI INDEX
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI INDEX | Difference |
|---|---|---|---|
| 1 month | −5.36% | −5.57% | +0.21% |
| 3 months | +4.45% | −3.59% | +8.04% |
| 6 months | +15.38% | +8.07% | +7.31% |
| Since inception | +15.33% | +3.39% | +11.94% |
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
- 0.76×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has TRINITY (TWRR Unitised) returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.36%; 3 months: 4.45%; 6 months: 15.38%; Since inception: 15.33%.
How much does TRINITY (TWRR Unitised) manage?
₹9.88 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 TRINITY (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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