- Manager
- Tradeswift Broking
- Service
- Discretionary
- Asset class
- Multi-asset
Dynamic Gems
+1.15%
1-year return
Benchmark NSE Multi Asset Index 2 +2.21% · to 30 Sep 2026
Tradeswift Broking’s Dynamic Gems returned 1.15% over the year to 30 Sep 2026, against 2.21% for its benchmark, the NSE Multi Asset Index 2. It managed ₹43.73 crore across its clients.
Key numbers
- AUM
- ₹43.73 Cr
- Benchmark
- NSE Multi Asset Index 2
- Turnover, past year
- 0.83×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 2 | Difference |
|---|---|---|---|
| 1 month | −2.10% | −2.85% | +0.75% |
| 3 months | −1.94% | −1.23% | −0.71% |
| 6 months | +20.92% | +6.24% | +14.68% |
| 1 year | +1.15% | +2.21% | −1.06% |
| 2 years | −1.52% | +2.37% | −3.89% |
| Since inception | +9.58% | +6.51% | +3.07% |
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 equity85.75%₹37.50 Cr
- Mutual funds10.54%₹4.61 Cr
- Cash and other3.70%₹1.62 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹1.33 Cr
- Net, Sep 2026
- −₹1.33 Cr
- Net, FY to date
- −₹6.80 Cr
- Turnover, month
- 0.12×
- Turnover, past year
- 0.83×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Dynamic Gems returned?
1.15% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.10%; 3 months: −1.94%; 6 months: 20.92%; 1 year: 1.15%; 2 years: −1.52%; Since inception: 9.58%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 2, returned 2.21% over the year, so the strategy was 1.06 percentage points behind.
How much does Dynamic Gems manage?
₹43.73 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 Gems?
Tradeswift Broking, a SEBI-registered portfolio manager (INP000008446), 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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