- Manager
- Bharat Bhushan Equity Traders
- Service
- Discretionary
- Asset class
- Equity
Money Plant
+45.19%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Bharat Bhushan Equity Traders’ Money Plant returned 45.19% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹37.24 crore across its clients.
Key numbers
- AUM
- ₹37.24 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 4.52×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +4.20% | −5.57% | +9.77% |
| 3 months | +14.76% | −3.59% | +18.35% |
| 6 months | +49.64% | +8.07% | +41.57% |
| 1 year | +45.19% | −2.33% | +47.52% |
| Since inception | +42.33% | +7.52% | +34.81% |
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 equity72.74%₹27.09 Cr
- Mutual funds22.66%₹8.44 Cr
- Cash and other4.59%₹1.71 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹3.07 Cr
- Outflow, Sep 2026
- ₹0.57 Cr
- Net, Sep 2026
- ₹2.50 Cr
- Net, FY to date
- ₹16 Cr
- Turnover, month
- 0.61×
- Turnover, past year
- 4.52×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Money Plant returned?
45.19% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 4.20%; 3 months: 14.76%; 6 months: 49.64%; 1 year: 45.19%; Since inception: 42.33%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 47.52 percentage points ahead.
How much does Money Plant manage?
₹37.24 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 Money Plant?
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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