- Manager
- Sohum Asset Managers
- Service
- Discretionary
- Asset class
- Equity
Sohum India Focus 10 Investment Approach
+4.18%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Sohum Asset Managers’ Sohum India Focus 10 Investment Approach returned 4.18% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹26.90 crore across its clients.
Key numbers
- AUM
- ₹26.90 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.20×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.72% | −5.57% | +1.85% |
| 3 months | −5.57% | −3.59% | −1.98% |
| 6 months | +9.28% | +8.07% | +1.21% |
| 1 year | +4.18% | −2.33% | +6.51% |
| 2 years | +0.76% | −3.93% | +4.69% |
| Since inception | +19.82% | +9.32% | +10.50% |
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 equity95.13%₹25.59 Cr
- Cash and other4.87%₹1.31 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹2.01 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹2.01 Cr
- Net, FY to date
- ₹5.09 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 1.20×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Sohum India Focus 10 Investment Approach returned?
4.18% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.72%; 3 months: −5.57%; 6 months: 9.28%; 1 year: 4.18%; 2 years: 0.76%; Since inception: 19.82%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 6.51 percentage points ahead.
How much does Sohum India Focus 10 Investment Approach manage?
₹26.90 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 Sohum India Focus 10 Investment Approach?
Sohum Asset Managers, a SEBI-registered portfolio manager (INP000008136), 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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