- Manager
- ASK Wealth Advisors
- Service
- Discretionary
- Asset class
- Debt
Harmony Income Opportunities Discretionary Debt PM
+9.62%
1-year return
Benchmark CRISIL Composite Bond Index +3.81% · to 30 Sep 2026
ASK Wealth Advisors’ Harmony Income Opportunities Discretionary Debt PM returned 9.62% over the year to 30 Sep 2026, against 3.81% for its benchmark, the CRISIL Composite Bond Index. It managed ₹23.42 crore across its clients.
Key numbers
- AUM
- ₹23.42 Cr
- Benchmark
- CRISIL Composite Bond Index
- Turnover, past year
- 0.61×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | CRISIL Composite Bond Index | Difference |
|---|---|---|---|
| 1 month | +0.57% | −0.42% | +0.99% |
| 3 months | +2.11% | −0.40% | +2.51% |
| 6 months | +5.38% | +3.10% | +2.28% |
| 1 year | +9.62% | +3.81% | +5.81% |
| 2 years | +9.79% | +5.33% | +4.46% |
| 3 years | +9.69% | +6.62% | +3.07% |
| 4 years | +8.87% | +6.90% | +1.97% |
| Since inception | +8.85% | +6.13% | +2.72% |
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
- Debt74.64%₹17.48 Cr
- Listed equity10.72%₹2.51 Cr
- Mutual funds9.91%₹2.32 Cr
- Cash and other4.74%₹1.11 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- −₹1.51 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.61×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Harmony Income Opportunities Discretionary Debt PM returned?
9.62% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.57%; 3 months: 2.11%; 6 months: 5.38%; 1 year: 9.62%; 2 years: 9.79%; 3 years: 9.69%; 4 years: 8.87%; Since inception: 8.85%.
How has it done against its benchmark?
Its benchmark, the CRISIL Composite Bond Index, returned 3.81% over the year, so the strategy was 5.81 percentage points ahead.
How much does Harmony Income Opportunities Discretionary Debt PM manage?
₹23.42 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 Harmony Income Opportunities Discretionary Debt PM?
ASK Wealth Advisors, a SEBI-registered portfolio manager (INP000007827), 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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