- Manager
- Xponent Tribe
- Service
- Discretionary
- Asset class
- Equity
Xponent Tribe Long-term Equity Portfolio
+69.61%
1-year return
Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026
Xponent Tribe’s Xponent Tribe Long-term Equity Portfolio returned 69.61% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹297 crore across its clients.
Key numbers
- AUM
- ₹297 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 2.63×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | +4.94% | −5.57% | +10.51% |
| 3 months | +13.49% | −3.59% | +17.08% |
| 6 months | +73.31% | +8.07% | +65.24% |
| 1 year | +69.61% | −2.33% | +71.94% |
| 2 years | +36.80% | −3.93% | +40.73% |
| Since inception | +43.07% | +1.26% | +41.81% |
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 equity97.28%₹289 Cr
- Cash and other2.72%₹8.09 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹29.19 Cr
- Outflow, Sep 2026
- ₹0.76 Cr
- Net, Sep 2026
- ₹28.43 Cr
- Net, FY to date
- ₹158 Cr
- Turnover, month
- 0.17×
- Turnover, past year
- 2.63×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Xponent Tribe Long-term Equity Portfolio returned?
69.61% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 4.94%; 3 months: 13.49%; 6 months: 73.31%; 1 year: 69.61%; 2 years: 36.80%; Since inception: 43.07%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 71.94 percentage points ahead.
How much does Xponent Tribe Long-term Equity Portfolio manage?
₹297 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 Long-term Equity 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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