Jain Investment Advisors Pvt Ltd • Equity
Alpha Equity is an equity portfolio management service (PMS) strategy run by Jain Investment Advisors Pvt Ltd, launched on 27 Jun 2016. As of 30 Sep 2026, it manages ₹27.05 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -6.77% over 1 year, +14.57% over 3 years and +15.83% over 5 years (+12.90% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 5.37 percentage points ahead of its benchmark. Its 3-year return ranks 124th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Vinod Jain.
Ranked nearby on 3-year return: Pmslong (+14.69%), SageOne LargeCap (+14.67%), Sameeksha India Equity Fund (+14.56%), Karma Capital Lotus (+14.55%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.98% |
| 3 Months | -4.09% |
| 1 Year | -6.77% |
| 3 Years | +14.57% |
| 5 Years | +15.83% |
| Since Inception | +12.90% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAlpha Equity has a 1-year return of -6.77%, a 3-year return of +14.57%, a 5-year return of +15.83% and +12.90% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Alpha Equity returned +15.83% against +8.91% for the BSE 500 TRI, 6.92 percentage points ahead. Over 3 years it returned +14.57% against +9.20%; Over 1 year it returned -6.77% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Alpha Equity's 3-year return of +14.57% ranks 124th as of 30 Sep 2026.
Alpha Equity is managed by Vinod Jain at Jain Investment Advisors. The strategy manages ₹27.05 Cr of client assets as of 30 Sep 2026.
Alpha Equity manages ₹27.05 Cr of client assets as of 30 Sep 2026.
The minimum investment for Alpha Equity is ₹50 Lakhs.
Alpha Equity was launched on 27 Jun 2016. It has a 10-year track record.
Description
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