- Manager
- Sykes and Ray Equities India
- Service
- Discretionary
- Asset class
- Equity
Sre Ploutos Fund
−5.61%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Sykes and Ray Equities India’s Sre Ploutos Fund returned −5.61% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹4.79 crore across its clients.
Key numbers
- AUM
- ₹4.79 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 2.74×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.60% | −5.57% | −0.03% |
| 3 months | −1.01% | −3.59% | +2.58% |
| 6 months | +19.72% | +8.07% | +11.65% |
| 1 year | −5.61% | −2.33% | −3.28% |
| Since inception | −2.43% | −2.50% | +0.07% |
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 equity98.33%₹4.71 Cr
- Cash and other1.67%₹0.08 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹3.70 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 2.74×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Sre Ploutos Fund returned?
−5.61% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.60%; 3 months: −1.01%; 6 months: 19.72%; 1 year: −5.61%; Since inception: −2.43%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 3.28 percentage points behind.
How much does Sre Ploutos Fund manage?
₹4.79 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 Ploutos Fund?
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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