- Manager
- Sykes and Ray Equities India
- Service
- Discretionary
- Asset class
- Equity
SRE Small Cap
−5.45%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Sykes and Ray Equities India’s SRE Small Cap returned −5.45% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹0 across its clients.
Key numbers
- AUM
- ₹0
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 3.64×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −0.90% | −5.57% | +4.67% |
| 3 months | −0.12% | −3.59% | +3.47% |
| 6 months | +5.08% | +8.07% | −2.99% |
| 1 year | −5.45% | −2.33% | −3.12% |
| 2 years | −13.31% | −3.93% | −9.38% |
| Since inception | +0.55% | +8.97% | −8.42% |
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
- −₹0.44 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 3.64×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has SRE Small Cap returned?
−5.45% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.90%; 3 months: −0.12%; 6 months: 5.08%; 1 year: −5.45%; 2 years: −13.31%; Since inception: 0.55%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 3.12 percentage points behind.
How much does SRE Small Cap 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 SRE Small Cap?
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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