- Manager
- 1729 Advisors
- Service
- Discretionary
- Asset class
- Equity
1729 Fundamental Value Investing
+17.99%
1-year return
Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026
1729 Advisors’ 1729 Fundamental Value Investing returned 17.99% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹472 crore across its clients.
Key numbers
- AUM
- ₹472 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 0.38×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | −0.31% | −5.57% | +5.26% |
| 3 months | +5.38% | −3.59% | +8.97% |
| 6 months | +31.50% | +8.07% | +23.43% |
| 1 year | +17.99% | −2.33% | +20.32% |
| 2 years | +3.48% | −3.93% | +7.41% |
| Since inception | +12.38% | +4.75% | +7.63% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.43%₹469 Cr
- Cash and other0.56%₹2.65 Cr
- Mutual funds0.01%₹0.05 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹3.70 Cr
- Outflow, Sep 2026
- ₹1.56 Cr
- Net, Sep 2026
- ₹2.14 Cr
- Net, FY to date
- ₹41 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.38×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has 1729 Fundamental Value Investing returned?
17.99% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.31%; 3 months: 5.38%; 6 months: 31.50%; 1 year: 17.99%; 2 years: 3.48%; Since inception: 12.38%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 20.32 percentage points ahead.
How much does 1729 Fundamental Value Investing manage?
₹472 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages 1729 Fundamental Value Investing?
1729 Advisors, a SEBI-registered portfolio manager (INP000008464), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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