Manager
Svobodha Infinity Investment Advisors
Service
Discretionary
Asset class
Equity

Ad Astra

−2.72%

1-year return

Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026

Svobodha Infinity Investment Advisors’ Ad Astra returned −2.72% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹22.33 crore across its clients.

Key numbers

AUM
₹22.33 Cr
Benchmark
BSE 500 TRI
Turnover, past year
0.25×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Ad Astra returns against the BSE 500 TRI
PeriodThis strategyBSE 500 TRIDifference
1 month−3.61%−5.57%+1.96%
3 months−2.76%−3.59%+0.83%
6 months+17.66%+8.07%+9.59%
1 year−2.72%−2.33%−0.39%
2 years−5.12%−3.93%−1.19%
3 years+5.81%+9.21%−3.40%
Since inception+5.72%+8.70%−2.98%

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 equity73.04%
  • Mutual funds17.87%
  • Cash and other9.09%

Flows and turnover

Inflow, Sep 2026
₹0.63 Cr
Outflow, Sep 2026
₹0.63 Cr
Net, Sep 2026
₹0
Net, FY to date
₹0.44 Cr
Turnover, month
0.05×
Turnover, past year
0.25×

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

FAQs

What has Ad Astra returned?

−2.72% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.61%; 3 months: −2.76%; 6 months: 17.66%; 1 year: −2.72%; 2 years: −5.12%; 3 years: 5.81%; Since inception: 5.72%.

How has it done against its benchmark?

Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.39 percentage points behind.

How much does Ad Astra manage?

₹22.33 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 Ad Astra?

Svobodha Infinity Investment Advisors, a SEBI-registered portfolio manager (INP000008011), 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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