Pioneer Client Associates Pvt Ltd • Equity
CA Equity Multi-Manager Portfolio is an equity portfolio management service (PMS) strategy run by Pioneer Client Associates Pvt Ltd, launched on 27 Dec 2023. As of 30 Sep 2026, it manages ₹1.08 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -3.11% over 1 year (+3.80% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 0.78 percentage points behind of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Nitin Aggarwal.
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 | -5.60% |
| 3 Months | -3.08% |
| 1 Year | -3.11% |
| Since Inception | +3.80% |
| management fee | Fixed Fees: For Distribution Clients - up to 1.25% per annum For RIA/Direct Clients - up to 0.50% per annum For employees - up to 20% per annum |
| performance fee | Variable Fees: Not Applicable |
| exit load | Nil |
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 callCA Equity Multi-Manager Portfolio has a 1-year return of -3.11% and +3.80% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, CA Equity Multi-Manager Portfolio returned -3.11% against -2.33% for the BSE 500 TRI, 0.78 percentage points behind. Figures as of 30 Sep 2026.
CA Equity Multi-Manager Portfolio is managed by Nitin Aggarwal at Pioneer Client Associates. The strategy manages ₹1.08 Cr of client assets as of 30 Sep 2026.
CA Equity Multi-Manager Portfolio manages ₹1.08 Cr of client assets as of 30 Sep 2026.
The fee structure for CA Equity Multi-Manager Portfolio includes: management fee: Fixed Fees: For Distribution Clients - up to 1.25% per annum For RIA/Direct Clients - up to 0.50% per annum For employees - up to 20% per annum; performance fee: Variable Fees: Not Applicable; exit load: Nil.
The minimum investment for CA Equity Multi-Manager Portfolio is ₹50 Lakhs.
CA Equity Multi-Manager Portfolio was launched on 27 Dec 2023. It has a 2-year track record.
Description
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