- Manager
- Prudent Investment Managers
- Service
- Discretionary
- Asset class
- Multi-asset
Multi Asset PMS
+8.88%
1-year return
Benchmark NSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT) +3.12% · to 30 Sep 2026
Prudent Investment Managers’ Multi Asset PMS returned 8.88% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT). It managed ₹21.32 crore across its clients.
Key numbers
- AUM
- ₹21.32 Cr
- Benchmark
- NSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT)
- Turnover, past year
- 0.28×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT) | Difference |
|---|---|---|---|
| 1 month | −4.32% | −2.65% | −1.67% |
| 3 months | −1.08% | −0.75% | −0.33% |
| 6 months | +18.22% | +6.55% | +11.67% |
| 1 year | +8.88% | +3.12% | +5.76% |
| 2 years | +8.79% | +2.85% | +5.94% |
| 3 years | +17.42% | +9.81% | +7.61% |
| 4 years | +17.35% | +10.12% | +7.23% |
| Since inception | +17.29% | +10.99% | +6.30% |
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 equity89.54%₹19.09 Cr
- Mutual funds9.19%₹1.96 Cr
- Cash and other1.27%₹0.27 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.01 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.28×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Multi Asset PMS returned?
8.88% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.32%; 3 months: −1.08%; 6 months: 18.22%; 1 year: 8.88%; 2 years: 8.79%; 3 years: 17.42%; 4 years: 17.35%; Since inception: 17.29%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT), returned 3.12% over the year, so the strategy was 5.76 percentage points ahead.
How much does Multi Asset PMS manage?
₹21.32 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 PMS?
Prudent Investment Managers, a SEBI-registered portfolio manager (INP000007298), 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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