Manager
Soldiers Field Investments
Service
Discretionary
Asset class
Equity

Soldier

+3.62%

1-year return

Benchmark NIFTY500TR −2.03% · to 30 Sep 2026

Soldiers Field Investments’ Soldier returned 3.62% over the year to 30 Sep 2026, against −2.03% for its benchmark, the NIFTY500TR. It managed ₹3.54 crore across its clients.

Key numbers

AUM
₹3.54 Cr
Benchmark
NIFTY500TR
Turnover, past year
0.01×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Soldier returns against the NIFTY500TR
PeriodThis strategyNIFTY500TRDifference
1 month−4.12%−5.85%+1.73%
3 months−1.72%−3.73%+2.01%
6 months+17.62%+8.21%+9.41%
1 year+3.62%−2.03%+5.65%
2 years−6.45%−3.67%−2.78%
3 years+3.00%+9.51%−6.51%
4 years+8.87%+11.49%−2.62%
5 years+2.52%+9.05%−6.53%
Since inception+7.72%+13.65%−5.93%

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 equity100.00%

Flows and turnover

Inflow, Sep 2026
₹0
Outflow, Sep 2026
₹0
Net, Sep 2026
₹0
Net, FY to date
₹0
Turnover, month
0.00×
Turnover, past year
0.01×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Soldier returned?

3.62% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.12%; 3 months: −1.72%; 6 months: 17.62%; 1 year: 3.62%; 2 years: −6.45%; 3 years: 3.00%; 4 years: 8.87%; 5 years: 2.52%; Since inception: 7.72%.

How has it done against its benchmark?

Its benchmark, the NIFTY500TR, returned −2.03% over the year, so the strategy was 5.65 percentage points ahead.

How much does Soldier manage?

₹3.54 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 Soldier?

Soldiers Field Investments, a SEBI-registered portfolio manager (INP000004318), 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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