- Manager
- Quantum Advisors
- Service
- Discretionary
- Asset class
- Multi-asset
Quantum OCIO Strategy
+8.49%
1-year return
Benchmark NSE Multi Asset Index 2 +2.21% · to 30 Sep 2026
Quantum Advisors’ Quantum OCIO Strategy returned 8.49% over the year to 30 Sep 2026, against 2.21% for its benchmark, the NSE Multi Asset Index 2. It managed ₹40.29 crore across its clients.
Key numbers
- AUM
- ₹40.29 Cr
- Benchmark
- NSE Multi Asset Index 2
- Turnover, past year
- 0.30×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 2 | Difference |
|---|---|---|---|
| 1 month | −3.55% | −2.85% | −0.70% |
| 3 months | +1.43% | −1.23% | +2.66% |
| 6 months | +18.01% | +6.24% | +11.77% |
| 1 year | +8.49% | +2.21% | +6.28% |
| Since inception | +6.46% | +3.57% | +2.89% |
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 equity58.92%₹23.74 Cr
- Mutual funds36.54%₹14.72 Cr
- Cash and other4.54%₹1.83 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.85 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹1.85 Cr
- Net, FY to date
- −₹19.61 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.30×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Quantum OCIO Strategy returned?
8.49% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.55%; 3 months: 1.43%; 6 months: 18.01%; 1 year: 8.49%; Since inception: 6.46%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 2, returned 2.21% over the year, so the strategy was 6.28 percentage points ahead.
How much does Quantum OCIO Strategy manage?
₹40.29 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 Quantum OCIO Strategy?
Quantum Advisors, a SEBI-registered portfolio manager (INP000000187), 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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