- Manager
- Sykes and Ray Equities India
- Service
- Discretionary
- Asset class
- Equity
Sre Pe Shield
−2.41%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Sykes and Ray Equities India’s Sre Pe Shield returned −2.41% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹25.91 crore across its clients.
Key numbers
- AUM
- ₹25.91 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.35×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −6.79% | −6.03% | −0.76% |
| 3 months | −3.95% | −4.91% | +0.96% |
| 6 months | +9.58% | +2.13% | +7.45% |
| 1 year | −2.41% | −7.09% | +4.68% |
| 2 years | −5.81% | −5.29% | −0.52% |
| 3 years | +5.99% | +6.06% | −0.07% |
| 4 years | +7.85% | +8.48% | −0.63% |
| 5 years | +6.19% | +6.38% | −0.19% |
| Since inception | +8.64% | +10.84% | −2.20% |
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 equity95.52%₹24.75 Cr
- Mutual funds4.55%₹1.18 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.02 Cr
- Outflow, Sep 2026
- ₹4.09 Cr
- Net, Sep 2026
- −₹4.07 Cr
- Net, FY to date
- −₹5.85 Cr
- Turnover, month
- 0.13×
- Turnover, past year
- 0.35×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Sre Pe Shield returned?
−2.41% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.79%; 3 months: −3.95%; 6 months: 9.58%; 1 year: −2.41%; 2 years: −5.81%; 3 years: 5.99%; 4 years: 7.85%; 5 years: 6.19%; Since inception: 8.64%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 4.68 percentage points ahead.
How much does Sre Pe Shield manage?
₹25.91 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 Pe Shield?
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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