- Manager
- Bellwether Capital
- Service
- Discretionary
- Asset class
- Equity
Bellwether Long Term Growth
+11.18%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Bellwether Capital’s Bellwether Long Term Growth returned 11.18% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹3,010 crore across its clients.
Key numbers
- AUM
- ₹3,010 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.57×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | +1.81% | −5.57% | +7.38% |
| 3 months | +14.73% | −3.59% | +18.32% |
| 6 months | +31.33% | +8.07% | +23.26% |
| 1 year | +11.18% | −2.33% | +13.51% |
| 2 years | +0.66% | −3.93% | +4.59% |
| 3 years | +12.22% | +9.20% | +3.02% |
| 4 years | +17.48% | +11.22% | +6.26% |
| 5 years | +13.48% | +8.91% | +4.57% |
| Since inception | +22.17% | +14.08% | +8.09% |
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 equity95.01%₹2,860 Cr
- Cash and other4.99%₹150 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹25.63 Cr
- Outflow, Sep 2026
- ₹18.12 Cr
- Net, Sep 2026
- ₹7.51 Cr
- Net, FY to date
- −₹43.67 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.57×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bellwether Long Term Growth returned?
11.18% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 1.81%; 3 months: 14.73%; 6 months: 31.33%; 1 year: 11.18%; 2 years: 0.66%; 3 years: 12.22%; 4 years: 17.48%; 5 years: 13.48%; Since inception: 22.17%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 13.51 percentage points ahead.
How much does Bellwether Long Term Growth manage?
₹3,010 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 Bellwether Long Term Growth?
Bellwether Capital, a SEBI-registered portfolio manager (INP000000910), 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app