- Manager
- Sohum Asset Managers
- Service
- Discretionary
- Asset class
- Debt
Sohum India Short Term Debt Fund Investment Approach
−99.76%
1-year return
Benchmark CRISIL Composite Bond Fund Index +3.81% · to 30 Sep 2026
Sohum Asset Managers’ Sohum India Short Term Debt Fund Investment Approach returned −99.76% over the year to 30 Sep 2026, against 3.81% for its benchmark, the CRISIL Composite Bond Fund Index. It managed ₹0.50 crore across its clients.
Key numbers
- AUM
- ₹0.50 Cr
- Benchmark
- CRISIL Composite Bond Fund Index
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | CRISIL Composite Bond Fund Index | Difference |
|---|---|---|---|
| 1 month | +0.34% | −0.42% | +0.76% |
| 3 months | +0.68% | −0.40% | +1.08% |
| 6 months | +1.80% | +3.10% | −1.30% |
| 1 year | −99.76% | +3.81% | −103.57% |
| 2 years | −95.01% | +5.33% | −100.34% |
| Since inception | −86.48% | +6.68% | −93.16% |
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
- Mutual funds100.00%₹0.50 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.50 Cr
- Outflow, Sep 2026
- ₹2.01 Cr
- Net, Sep 2026
- −₹1.51 Cr
- Net, FY to date
- −₹0.32 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Sohum India Short Term Debt Fund Investment Approach returned?
−99.76% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.34%; 3 months: 0.68%; 6 months: 1.80%; 1 year: −99.76%; 2 years: −95.01%; Since inception: −86.48%.
How has it done against its benchmark?
Its benchmark, the CRISIL Composite Bond Fund Index, returned 3.81% over the year, so the strategy was 103.57 percentage points behind.
How much does Sohum India Short Term Debt Fund Investment Approach manage?
₹0.50 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 Short Term Debt Fund 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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