- Manager
- Sohum Asset Managers
- Service
- Discretionary
- Asset class
- Equity
Sohum India Opportunities Investment Approach
−0.45%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Sohum Asset Managers’ Sohum India Opportunities Investment Approach returned −0.45% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹118 crore across its clients.
Key numbers
- AUM
- ₹118 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 1.08×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.40% | −6.03% | +0.63% |
| 3 months | −4.27% | −4.91% | +0.64% |
| 6 months | +6.21% | +2.13% | +4.08% |
| 1 year | −0.45% | −7.09% | +6.64% |
| 2 years | −1.33% | −5.29% | +3.96% |
| Since inception | +9.20% | +3.61% | +5.59% |
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 equity95.51%₹113 Cr
- Mutual funds2.95%₹3.50 Cr
- Cash and other1.54%₹1.82 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹2.50 Cr
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- ₹2.49 Cr
- Net, FY to date
- ₹14.18 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 1.08×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Sohum India Opportunities Investment Approach returned?
−0.45% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.40%; 3 months: −4.27%; 6 months: 6.21%; 1 year: −0.45%; 2 years: −1.33%; Since inception: 9.20%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 6.64 percentage points ahead.
How much does Sohum India Opportunities Investment Approach manage?
₹118 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 Opportunities 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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