Swyom Advisors Limited • Equity
Concentrated Portfolio Approach is an equity portfolio management service (PMS) strategy run by Swyom Advisors Limited, launched on 13 Sep 2024. As of 30 Sep 2026, it is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -1.37% over 1 year (-1.91% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 5.72 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Sanjana Jain.
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 Year | -1.37% |
| Since Inception | -1.91% |
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 callConcentrated Portfolio Approach has a 1-year return of -1.37% and -1.91% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Concentrated Portfolio Approach returned -1.37% against -7.09% for the Nifty 50 TRI, 5.72 percentage points ahead. Figures as of 30 Sep 2026.
Concentrated Portfolio Approach is managed by Sanjana Jain at Swyom Advisors.
The minimum investment for Concentrated Portfolio Approach is ₹50 Lakhs.
Concentrated Portfolio Approach was launched on 13 Sep 2024. It has a 2-year track record.
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