- Manager
- Svan Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Svan Investment Managers LLP - Velocity
+8.27%
1-year return
Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026
Svan Investment Managers’ Svan Investment Managers LLP - Velocity returned 8.27% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹431 crore across its clients.
Key numbers
- AUM
- ₹431 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 0.62×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | −3.86% | −5.57% | +1.71% |
| 3 months | +2.45% | −3.59% | +6.04% |
| 6 months | +32.47% | +8.07% | +24.40% |
| 1 year | +8.27% | −2.33% | +10.60% |
| 2 years | +2.59% | −3.93% | +6.52% |
| 3 years | +21.57% | +9.20% | +12.37% |
| Since inception | +22.60% | +9.49% | +13.11% |
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 equity95.60%₹412 Cr
- Unlisted equity2.26%₹9.74 Cr
- Cash and other1.32%₹5.71 Cr
- Mutual funds0.82%₹3.53 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹11.08 Cr
- Outflow, Sep 2026
- ₹0.59 Cr
- Net, Sep 2026
- ₹10.49 Cr
- Net, FY to date
- ₹85.56 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.62×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Svan Investment Managers LLP - Velocity returned?
8.27% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.86%; 3 months: 2.45%; 6 months: 32.47%; 1 year: 8.27%; 2 years: 2.59%; 3 years: 21.57%; Since inception: 22.60%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 10.60 percentage points ahead.
How much does Svan Investment Managers LLP - Velocity manage?
₹431 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 Svan Investment Managers LLP - Velocity?
Svan Investment Managers, a SEBI-registered portfolio manager (INP000007988), 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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