- Manager
- Basant Maheshwari Wealth Advisers
- Service
- Discretionary
- Asset class
- Equity
BMW Multi Cap Fund
−12.86%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Basant Maheshwari Wealth Advisers’ BMW Multi Cap Fund returned −12.86% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹193 crore across its clients.
Key numbers
- AUM
- ₹193 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.82×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.94% | −5.57% | −0.37% |
| 3 months | −7.36% | −3.59% | −3.77% |
| 6 months | +8.42% | +8.07% | +0.35% |
| 1 year | −12.86% | −2.33% | −10.53% |
| 2 years | −15.79% | −3.93% | −11.86% |
| 3 years | −1.63% | +9.20% | −10.83% |
| 4 years | +2.43% | +11.22% | −8.79% |
| 5 years | −1.69% | +8.91% | −10.60% |
| Since inception | +10.31% | +14.56% | −4.25% |
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 equity96.43%₹186 Cr
- Cash and other3.57%₹6.91 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.22 Cr
- Outflow, Sep 2026
- ₹9.69 Cr
- Net, Sep 2026
- −₹9.47 Cr
- Net, FY to date
- −₹25.61 Cr
- Turnover, month
- 0.54×
- Turnover, past year
- 0.82×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has BMW Multi Cap Fund returned?
−12.86% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.94%; 3 months: −7.36%; 6 months: 8.42%; 1 year: −12.86%; 2 years: −15.79%; 3 years: −1.63%; 4 years: 2.43%; 5 years: −1.69%; Since inception: 10.31%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 10.53 percentage points behind.
How much does BMW Multi Cap Fund manage?
₹193 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 BMW Multi Cap Fund?
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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