- Manager
- Avendus Wealth Management Private
- Service
- Discretionary
- Asset class
- Equity
Halo
−4.36%
1-year return
Benchmark BSE 500 TR −2.33% · to 30 Sep 2026
Avendus Wealth Management Private’s Halo returned −4.36% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TR. It managed ₹115 crore across its clients.
Key numbers
- AUM
- ₹115 Cr
- Benchmark
- BSE 500 TR
- Turnover, past year
- 1.07×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TR | Difference |
|---|---|---|---|
| 1 month | −6.46% | −5.57% | −0.89% |
| 3 months | −4.05% | −3.59% | −0.46% |
| 6 months | +8.91% | +8.07% | +0.84% |
| 1 year | −4.36% | −2.33% | −2.03% |
| Since inception | −2.54% | −0.72% | −1.82% |
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 equity95.89%₹110 Cr
- Cash and other3.12%₹3.57 Cr
- Mutual funds1.00%₹1.14 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹26.07 Cr
- Outflow, Sep 2026
- ₹0.50 Cr
- Net, Sep 2026
- ₹25.57 Cr
- Net, FY to date
- ₹44.29 Cr
- Turnover, month
- 0.22×
- Turnover, past year
- 1.07×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Halo returned?
−4.36% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.46%; 3 months: −4.05%; 6 months: 8.91%; 1 year: −4.36%; Since inception: −2.54%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TR, returned −2.33% over the year, so the strategy was 2.03 percentage points behind.
How much does Halo manage?
₹115 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 Halo?
Avendus Wealth Management Private, a SEBI-registered portfolio manager (INP000005257), 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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