- Manager
- Systematix Shares and Stocks (India)
- Service
- Discretionary
- Asset class
- Equity
Dynamic Investment
+28.59%
1-year return
Benchmark SP BSE 500 −3.22% · to 30 Sep 2026
Systematix Shares and Stocks (India)’s Dynamic Investment returned 28.59% over the year to 30 Sep 2026, against −3.22% for its benchmark, the SP BSE 500. It managed ₹181 crore across its clients.
Key numbers
- AUM
- ₹181 Cr
- Benchmark
- SP BSE 500
- Turnover, past year
- 0.79×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | SP BSE 500 | Difference |
|---|---|---|---|
| 1 month | −2.77% | −5.60% | +2.83% |
| 3 months | +7.28% | −3.88% | +11.16% |
| 6 months | +33.50% | +7.40% | +26.10% |
| 1 year | +28.59% | −3.22% | +31.81% |
| 2 years | +9.77% | −4.91% | +14.68% |
| 3 years | +22.42% | +8.03% | +14.39% |
| 4 years | +25.89% | +9.95% | +15.94% |
| 5 years | +21.18% | +7.62% | +13.56% |
| Since inception | +11.61% | +13.93% | −2.32% |
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 equity92.38%₹168 Cr
- Cash and other7.62%₹13.82 Cr
- Mutual funds0.00%₹0 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹10.73 Cr
- Outflow, Sep 2026
- ₹0.09 Cr
- Net, Sep 2026
- ₹10.64 Cr
- Net, FY to date
- ₹16.10 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.79×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Dynamic Investment returned?
28.59% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.77%; 3 months: 7.28%; 6 months: 33.50%; 1 year: 28.59%; 2 years: 9.77%; 3 years: 22.42%; 4 years: 25.89%; 5 years: 21.18%; Since inception: 11.61%.
How has it done against its benchmark?
Its benchmark, the SP BSE 500, returned −3.22% over the year, so the strategy was 31.81 percentage points ahead.
How much does Dynamic Investment manage?
₹181 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 Dynamic Investment?
Systematix Shares and Stocks (India), a SEBI-registered portfolio manager (INP000002692), 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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