Manager
Xponent Tribe
Service
Discretionary
Asset class
Multi-asset

Xponent Tribe LLP - Xponent Tribe Managed Wealth Portfolio

+78.57%

1-year return

Benchmark NSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT) +3.12% · to 30 Sep 2026

Xponent Tribe’s Xponent Tribe LLP - Xponent Tribe Managed Wealth Portfolio returned 78.57% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT). It managed ₹178 crore across its clients.

Key numbers

AUM
₹178 Cr
Benchmark
NSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT)
Turnover, past year
1.67×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Xponent Tribe LLP - Xponent Tribe Managed Wealth Portfolio returns against the NSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT)
PeriodThis strategyNSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT)Difference
1 month+6.39%−2.65%+9.04%
3 months+11.42%−0.75%+12.17%
6 months+77.30%+6.55%+70.75%
1 year+78.57%+3.12%+75.45%
Since inception+61.29%+8.31%+52.98%

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 equity94.18%
  • Cash and other5.74%
  • Mutual funds0.08%

Flows and turnover

Inflow, Sep 2026
₹24 Cr
Outflow, Sep 2026
₹0
Net, Sep 2026
₹24 Cr
Net, FY to date
₹33.14 Cr
Turnover, month
0.25×
Turnover, past year
1.67×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Xponent Tribe LLP - Xponent Tribe Managed Wealth Portfolio returned?

78.57% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 6.39%; 3 months: 11.42%; 6 months: 77.30%; 1 year: 78.57%; Since inception: 61.29%.

How has it done against its benchmark?

Its benchmark, the NSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT), returned 3.12% over the year, so the strategy was 75.45 percentage points ahead.

How much does Xponent Tribe LLP - Xponent Tribe Managed Wealth Portfolio manage?

₹178 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 Xponent Tribe LLP - Xponent Tribe Managed Wealth Portfolio?

Xponent Tribe, a SEBI-registered portfolio manager (INP000008516), 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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