- Manager
- Xponent Tribe
- Service
- Discretionary
- Asset class
- Multi-asset
Xponent Tribe LLP - Xponent Tribe Yield Portfolio
+23.04%
1-year return
Benchmark NSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT) +2.21% · to 30 Sep 2026
Xponent Tribe’s Xponent Tribe LLP - Xponent Tribe Yield Portfolio returned 23.04% over the year to 30 Sep 2026, against 2.21% for its benchmark, the NSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT). It managed ₹8.70 crore across its clients.
Key numbers
- AUM
- ₹8.70 Cr
- Benchmark
- NSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT)
- Turnover, past year
- 0.68×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT) | Difference |
|---|---|---|---|
| 1 month | +1.08% | −2.85% | +3.93% |
| 3 months | +5.47% | −1.23% | +6.70% |
| 6 months | +27.94% | +6.24% | +21.70% |
| 1 year | +23.04% | +2.21% | +20.83% |
| Since inception | +20.34% | +3.35% | +16.99% |
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 equity96.67%₹8.41 Cr
- Cash and other3.33%₹0.29 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹1.09 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.68×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Xponent Tribe LLP - Xponent Tribe Yield Portfolio returned?
23.04% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 1.08%; 3 months: 5.47%; 6 months: 27.94%; 1 year: 23.04%; Since inception: 20.34%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT), returned 2.21% over the year, so the strategy was 20.83 percentage points ahead.
How much does Xponent Tribe LLP - Xponent Tribe Yield Portfolio manage?
₹8.70 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 Yield 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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