Jain Investment Advisors Pvt Ltd • Equity
India 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 ₹27.6 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -10.93% over 1 year, +10.27% over 3 years and +10.52% over 5 years (+10.25% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 1.07 percentage points ahead of its benchmark. Its 3-year return ranks 265th 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: dezerv. Equity Revival Strategy (+10.37%), dezerv. Alpha Beta Equity Strategy (+10.34%), SMC-NRI (+10.27%), Aurum Growth Opportunities (+10.21%).
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 | -6.06% |
| 3 Months | -4.97% |
| 1 Year | -10.93% |
| 3 Years | +10.27% |
| 5 Years | +10.52% |
| Since Inception | +10.25% |
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 callIndia Equity has a 1-year return of -10.93%, a 3-year return of +10.27%, a 5-year return of +10.52% and +10.25% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, India Equity returned +10.52% against +8.91% for the BSE 500 TRI, 1.61 percentage points ahead. Over 3 years it returned +10.27% against +9.20%; Over 1 year it returned -10.93% 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, India Equity's 3-year return of +10.27% ranks 265th as of 30 Sep 2026.
India Equity is managed by Vinod Jain at Jain Investment Advisors. The strategy manages ₹27.6 Cr of client assets as of 30 Sep 2026.
India Equity manages ₹27.6 Cr of client assets as of 30 Sep 2026.
The minimum investment for India Equity is ₹50 Lakhs.
India Equity was launched on 27 Jun 2016. It has a 10-year track record.
Description
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