- Manager
- Basant Maheshwari Wealth Advisers
- Service
- Discretionary
- Asset class
- Equity
BM Legacy Builders
−14.89%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Basant Maheshwari Wealth Advisers’ BM Legacy Builders returned −14.89% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹23.79 crore across its clients.
Key numbers
- AUM
- ₹23.79 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.71% | −5.57% | −0.14% |
| 3 months | −6.48% | −3.59% | −2.89% |
| 6 months | +7.63% | +8.07% | −0.44% |
| 1 year | −14.89% | −2.33% | −12.56% |
| Since inception | −11.09% | +2.11% | −13.20% |
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 equity96.39%₹22.93 Cr
- Cash and other3.61%₹0.86 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.50 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.50 Cr
- Net, FY to date
- ₹0.63 Cr
- Turnover, month
- 0.51×
- Turnover, past year
- 1.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has BM Legacy Builders returned?
−14.89% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.71%; 3 months: −6.48%; 6 months: 7.63%; 1 year: −14.89%; Since inception: −11.09%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 12.56 percentage points behind.
How much does BM Legacy Builders manage?
₹23.79 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 BM Legacy Builders?
Basant Maheshwari Wealth Advisers, a SEBI-registered portfolio manager (INP000004946), 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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