PATERSON SECURITIES PRIVATE LIMITED — PMS strategies

PATERSON SECURITIES PRIVATE LIMITED is a SEBI-registered portfolio manager running 6 strategies in our tracker, holding ₹183 Cr in aggregate AUM across the 5 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 6 strategies from PATERSON SECURITIES PRIVATE LIMITED

• PATERSON CUSTOMISED₹83 CrAUM—3Y
• ACTIVELY MANAGED TOTAL RETURN PORTFOLIOHybrid₹63 CrAUM—3Y
• DELTA FUND₹21 CrAUM—3Y
• PATERSON SOUTHERN SPICE₹9 CrAUM—3Y
• PATERSON LEADERSHIP₹7 CrAUM—3Y
• PATERSON ADVANTAGE—AUM—3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.