- Manager
- Banyan Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Banyan Edhas Portfolio
+16.08%
1-year return
Benchmark BSE 500TR −2.33% · to 30 Sep 2026
Banyan Capital Advisors’ Banyan Edhas Portfolio returned 16.08% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500TR. It managed ₹49.16 crore across its clients.
Key numbers
- AUM
- ₹49.16 Cr
- Benchmark
- BSE 500TR
- Turnover, past year
- 0.83×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500TR | Difference |
|---|---|---|---|
| 1 month | −3.13% | −5.57% | +2.44% |
| 3 months | −1.66% | −3.59% | +1.93% |
| 6 months | +19.55% | +8.07% | +11.48% |
| 1 year | +16.08% | −2.33% | +18.41% |
| 2 years | +8.36% | −3.93% | +12.29% |
| 3 years | +12.64% | +9.21% | +3.43% |
| Since inception | +16.43% | +11.52% | +4.91% |
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 equity91.11%₹44.79 Cr
- Cash and other7.83%₹3.85 Cr
- Mutual funds1.06%₹0.52 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.65 Cr
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- ₹0.64 Cr
- Net, FY to date
- −₹0.33 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.83×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Banyan Edhas Portfolio returned?
16.08% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.13%; 3 months: −1.66%; 6 months: 19.55%; 1 year: 16.08%; 2 years: 8.36%; 3 years: 12.64%; Since inception: 16.43%.
How has it done against its benchmark?
Its benchmark, the BSE 500TR, returned −2.33% over the year, so the strategy was 18.41 percentage points ahead.
How much does Banyan Edhas Portfolio manage?
₹49.16 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 Banyan Edhas Portfolio?
Banyan Capital Advisors, a SEBI-registered portfolio manager (INP000004243), 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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