- Manager
- Sykes and Ray Equities India
- Service
- Discretionary
- Asset class
- Equity
Sre Inflection Ideas
−8.24%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Sykes and Ray Equities India’s Sre Inflection Ideas returned −8.24% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹8.31 crore across its clients.
Key numbers
- AUM
- ₹8.31 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.62×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −8.45% | −5.57% | −2.88% |
| 3 months | −9.15% | −3.59% | −5.56% |
| 6 months | +8.86% | +8.07% | +0.79% |
| 1 year | −8.24% | −2.33% | −5.91% |
| 2 years | −4.72% | −3.93% | −0.79% |
| Since inception | +3.93% | +9.77% | −5.84% |
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 equity93.26%₹7.75 Cr
- Cash and other6.74%₹0.56 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.47 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.62×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Sre Inflection Ideas returned?
−8.24% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −8.45%; 3 months: −9.15%; 6 months: 8.86%; 1 year: −8.24%; 2 years: −4.72%; Since inception: 3.93%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 5.91 percentage points behind.
How much does Sre Inflection Ideas manage?
₹8.31 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 Sre Inflection Ideas?
Sykes and Ray Equities India, a SEBI-registered portfolio manager (INP000005795), 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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