- Manager
- Capstocks and Securities (India) Private
- Service
- Discretionary
- Asset class
- Equity
Capstocks
+3.76%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Capstocks and Securities (India) Private’s Capstocks returned 3.76% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹73.95 crore across its clients.
Key numbers
- AUM
- ₹73.95 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.18×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.48% | −5.57% | +1.09% |
| 3 months | −3.47% | −3.59% | +0.12% |
| 6 months | +10.05% | +8.07% | +1.98% |
| 1 year | +3.76% | −2.33% | +6.09% |
| 2 years | −0.41% | −3.93% | +3.52% |
| 3 years | +11.82% | +9.21% | +2.61% |
| 4 years | +15.32% | +11.22% | +4.10% |
| 5 years | +10.06% | +8.91% | +1.15% |
| Since inception | +13.22% | +13.48% | −0.26% |
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.
Flows and turnover
- Inflow, Sep 2026
- —
- Outflow, Sep 2026
- —
- Net, Sep 2026
- —
- Net, FY to date
- —
- Turnover, month
- 0.02×
- Turnover, past year
- 0.18×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Capstocks returned?
3.76% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.48%; 3 months: −3.47%; 6 months: 10.05%; 1 year: 3.76%; 2 years: −0.41%; 3 years: 11.82%; 4 years: 15.32%; 5 years: 10.06%; Since inception: 13.22%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 6.09 percentage points ahead.
How much does Capstocks manage?
₹73.95 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 Capstocks?
Capstocks and Securities (India) Private, a SEBI-registered portfolio manager (INP000001066), 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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