Jain Investment Advisors Pvt Ltd • Equity
Strategic Equity is an equity portfolio management service (PMS) strategy run by Jain Investment Advisors Pvt Ltd, launched on 25 Aug 2016. As of 30 Sep 2026, it manages ₹1,184 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -7.77% over 1 year, +12.10% over 3 years and +12.37% over 5 years (+10.98% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.90 percentage points ahead of its benchmark. Its 3-year return ranks 209th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹5 Lakhs. The strategy is managed by Vinod Jain.
Ranked nearby on 3-year return: BEA India Growth Fund (+12.13%), Abakkus Emerging Opportunities Approach (+12.10%), Innovative Business (+12.04%), Composite India GARP Fund (+12.03%).
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 | -4.69% |
| 3 Months | -3.99% |
| 1 Year | -7.77% |
| 3 Years | +12.10% |
| 5 Years | +12.37% |
| Since Inception | +10.98% |
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 callStrategic Equity has a 1-year return of -7.77%, a 3-year return of +12.10%, a 5-year return of +12.37% and +10.98% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Strategic Equity returned +12.37% against +8.91% for the BSE 500 TRI, 3.46 percentage points ahead. Over 3 years it returned +12.10% against +9.20%; Over 1 year it returned -7.77% 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, Strategic Equity's 3-year return of +12.10% ranks 209th as of 30 Sep 2026.
Strategic Equity is managed by Vinod Jain at Jain Investment Advisors. The strategy manages ₹1,184 Cr of client assets as of 30 Sep 2026.
Strategic Equity manages ₹1,184 Cr of client assets as of 30 Sep 2026.
The minimum investment for Strategic Equity is ₹5 Lakhs.
Strategic Equity was launched on 25 Aug 2016. It has a 10-year track record.
Description
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