- Manager
- Chona Financial Services
- Service
- Discretionary
- Asset class
- Equity
PMS-1 Q8
−1.81%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Chona Financial Services’ PMS-1 Q8 returned −1.81% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹1.35 crore across its clients.
Key numbers
- AUM
- ₹1.35 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.27×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.92% | −6.03% | +1.11% |
| 3 months | −2.91% | −4.91% | +2.00% |
| 6 months | +8.06% | +2.13% | +5.93% |
| 1 year | −1.81% | −7.09% | +5.28% |
| 2 years | −2.62% | −5.29% | +2.67% |
| 3 years | +8.36% | +6.06% | +2.30% |
| 4 years | +11.12% | +8.48% | +2.64% |
| 5 years | +8.20% | +6.38% | +1.82% |
| Since inception | +9.32% | +8.73% | +0.59% |
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 equity86.67%₹1.17 Cr
- Mutual funds14.07%₹0.19 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.03 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.03 Cr
- Net, FY to date
- ₹0.05 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.27×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has PMS-1 Q8 returned?
−1.81% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.92%; 3 months: −2.91%; 6 months: 8.06%; 1 year: −1.81%; 2 years: −2.62%; 3 years: 8.36%; 4 years: 11.12%; 5 years: 8.20%; Since inception: 9.32%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 5.28 percentage points ahead.
How much does PMS-1 Q8 manage?
₹1.35 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 PMS-1 Q8?
Chona Financial Services, a SEBI-registered portfolio manager (INP000001199), 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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