- Manager
- Bharat Bhushan Equity Traders
- Service
- Discretionary
- Asset class
- Equity
Curated Care
+4.53%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Bharat Bhushan Equity Traders’ Curated Care returned 4.53% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹1.34 crore across its clients.
Key numbers
- AUM
- ₹1.34 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.61×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.58% | −5.57% | +2.99% |
| 3 months | +0.46% | −3.59% | +4.05% |
| 6 months | +10.53% | +8.07% | +2.46% |
| 1 year | +4.53% | −2.33% | +6.86% |
| Since inception | +5.68% | +0.74% | +4.94% |
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
- Mutual funds100.00%₹1.34 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.45 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.45 Cr
- Net, FY to date
- ₹0.80 Cr
- Turnover, month
- 0.41×
- Turnover, past year
- 1.61×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Curated Care returned?
4.53% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.58%; 3 months: 0.46%; 6 months: 10.53%; 1 year: 4.53%; Since inception: 5.68%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 6.86 percentage points ahead.
How much does Curated Care manage?
₹1.34 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 Curated Care?
Bharat Bhushan Equity Traders, a SEBI-registered portfolio manager (INP000009162), 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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