- Manager
- Arth Portfolio Management
- Service
- Discretionary
- Asset class
- Equity
Arth Long Term Owner Approach
+5.46%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Arth Portfolio Management’s Arth Long Term Owner Approach returned 5.46% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹43.45 crore across its clients.
Key numbers
- AUM
- ₹43.45 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.84×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.22% | −5.57% | +4.35% |
| 3 months | −4.72% | −3.59% | −1.13% |
| 6 months | +32.78% | +8.07% | +24.71% |
| 1 year | +5.46% | −2.33% | +7.79% |
| 2 years | −2.93% | −3.93% | +1.00% |
| Since inception | +4.79% | +4.24% | +0.55% |
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 equity99.98%₹43.44 Cr
- Cash and other0.02%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.51 Cr
- Outflow, Sep 2026
- ₹0.08 Cr
- Net, Sep 2026
- ₹0.43 Cr
- Net, FY to date
- ₹6.34 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.84×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Arth Long Term Owner Approach returned?
5.46% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.22%; 3 months: −4.72%; 6 months: 32.78%; 1 year: 5.46%; 2 years: −2.93%; Since inception: 4.79%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 7.79 percentage points ahead.
How much does Arth Long Term Owner Approach manage?
₹43.45 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 Arth Long Term Owner Approach?
Arth Portfolio Management, a SEBI-registered portfolio manager (INP000008552), 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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