- Manager
- Swyom Advisors
- Service
- Discretionary
- Asset class
- Equity
Concentrated Portfolio Approach
−1.37%
1-year return
Benchmark NIFTY50TRI −7.09% · to 30 Sep 2026
Swyom Advisors’ Concentrated Portfolio Approach returned −1.37% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50TRI. It managed ₹0 across its clients.
Key numbers
- AUM
- ₹0
- Benchmark
- NIFTY50TRI
- Turnover, past year
- 2.02×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50TRI | Difference |
|---|---|---|---|
| 1 month | — | −6.03% | — |
| 3 months | — | −4.91% | — |
| 6 months | — | +2.13% | — |
| 1 year | −1.37% | −7.09% | +5.72% |
| 2 years | −2.04% | −5.29% | +3.25% |
| Since inception | −1.91% | −4.40% | +2.49% |
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.
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
- 2.02×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Concentrated Portfolio Approach returned?
−1.37% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 year: −1.37%; 2 years: −2.04%; Since inception: −1.91%.
How has it done against its benchmark?
Its benchmark, the NIFTY50TRI, returned −7.09% over the year, so the strategy was 5.72 percentage points ahead.
How much does Concentrated Portfolio Approach manage?
₹0 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 Concentrated Portfolio Approach?
Swyom Advisors, a SEBI-registered portfolio manager (INP300007712), 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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