- Manager
- Trust Investment Advisors
- Service
- Discretionary
- Asset class
- Debt
Debt Portfolio Plan
+16.84%
1-year return
Benchmark CRISIL Composite Bond Fund Index +3.81% · to 30 Sep 2026
Trust Investment Advisors’ Debt Portfolio Plan returned 16.84% over the year to 30 Sep 2026, against 3.81% for its benchmark, the CRISIL Composite Bond Fund Index. It managed ₹2.80 crore across its clients.
Key numbers
- AUM
- ₹2.80 Cr
- Benchmark
- CRISIL Composite Bond Fund Index
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | CRISIL Composite Bond Fund Index | Difference |
|---|---|---|---|
| 1 month | +0.22% | −0.42% | +0.64% |
| 3 months | +1.10% | −0.40% | +1.50% |
| 6 months | +14.01% | +3.10% | +10.91% |
| 1 year | +16.84% | +3.81% | +13.03% |
| 2 years | +52.16% | +5.33% | +46.83% |
| 3 years | +36.04% | +6.62% | +29.42% |
| 4 years | +26.42% | +6.90% | +19.52% |
| 5 years | +22.46% | +5.70% | +16.76% |
| Since inception | +11.18% | +7.36% | +3.82% |
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
- Mutual funds74.64%₹2.09 Cr
- Debt24.29%₹0.68 Cr
- Cash and other1.07%₹0.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.20 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Debt Portfolio Plan returned?
16.84% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.22%; 3 months: 1.10%; 6 months: 14.01%; 1 year: 16.84%; 2 years: 52.16%; 3 years: 36.04%; 4 years: 26.42%; 5 years: 22.46%; Since inception: 11.18%.
How has it done against its benchmark?
Its benchmark, the CRISIL Composite Bond Fund Index, returned 3.81% over the year, so the strategy was 13.03 percentage points ahead.
How much does Debt Portfolio Plan manage?
₹2.80 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 Debt Portfolio Plan?
Trust Investment Advisors, a SEBI-registered portfolio manager (INP000001843), 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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