Manager
Arthalpha
Service
Discretionary
Asset class
Equity

Arthalpha Signature Wealth

+1.59%

1-year return

Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026

Arthalpha’s Arthalpha Signature Wealth returned 1.59% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹7.17 crore across its clients.

Key numbers

AUM
₹7.17 Cr
Benchmark
S and P BSE 500 Total Return Index
Turnover, past year
2.33×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Arthalpha Signature Wealth returns against the S and P BSE 500 Total Return Index
PeriodThis strategyS and P BSE 500 Total Return IndexDifference
1 month−4.76%−5.57%+0.81%
3 months−1.69%−3.59%+1.90%
6 months+7.61%+8.07%−0.46%
1 year+1.59%−2.33%+3.92%
Since inception+2.73%+4.53%−1.80%

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 equity61.92%
  • Mutual funds35.86%
  • Cash and other2.22%

Flows and turnover

Inflow, Sep 2026
₹0 Cr
Outflow, Sep 2026
₹0.33 Cr
Net, Sep 2026
−₹0.33 Cr
Net, FY to date
₹0.62 Cr
Turnover, month
0.13×
Turnover, past year
2.33×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Arthalpha Signature Wealth returned?

1.59% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.76%; 3 months: −1.69%; 6 months: 7.61%; 1 year: 1.59%; Since inception: 2.73%.

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 3.92 percentage points ahead.

How much does Arthalpha Signature Wealth manage?

₹7.17 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 Arthalpha Signature Wealth?

Arthalpha, a SEBI-registered portfolio manager (INP000009038), 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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