- Manager
- Sykes and Ray Equities India
- Service
- Discretionary
- Asset class
- Equity
Sre Large and Mid Cap Momentum PMS
+22.98%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Sykes and Ray Equities India’s Sre Large and Mid Cap Momentum PMS returned 22.98% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹59.66 crore across its clients.
Key numbers
- AUM
- ₹59.66 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 2.29×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.31% | −5.57% | +2.26% |
| 3 months | +0.66% | −3.59% | +4.25% |
| 6 months | +30.44% | +8.07% | +22.37% |
| 1 year | +22.98% | −2.33% | +25.31% |
| 2 years | +11.11% | −3.93% | +15.04% |
| Since inception | +23.21% | +10.63% | +12.58% |
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 equity99.87%₹59.58 Cr
- Cash and other0.13%₹0.08 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹4.75 Cr
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- ₹4.73 Cr
- Net, FY to date
- ₹8.57 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 2.29×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Sre Large and Mid Cap Momentum PMS returned?
22.98% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.31%; 3 months: 0.66%; 6 months: 30.44%; 1 year: 22.98%; 2 years: 11.11%; Since inception: 23.21%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 25.31 percentage points ahead.
How much does Sre Large and Mid Cap Momentum PMS manage?
₹59.66 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 Large and Mid Cap Momentum PMS?
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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