- Manager
- Chona Financial Services
- Service
- Discretionary
- Asset class
- Equity
PMS-2 Q5
+6.50%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Chona Financial Services’ PMS-2 Q5 returned 6.50% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹2.83 crore across its clients.
Key numbers
- AUM
- ₹2.83 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.15×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −2.93% | −6.03% | +3.10% |
| 3 months | +1.00% | −4.91% | +5.91% |
| 6 months | +25.76% | +2.13% | +23.63% |
| 1 year | +6.50% | −7.09% | +13.59% |
| 2 years | +4.97% | −5.29% | +10.26% |
| 3 years | +10.15% | +6.06% | +4.09% |
| 4 years | +14.80% | +8.48% | +6.32% |
| 5 years | +7.33% | +6.38% | +0.95% |
| Since inception | +13.49% | +12.12% | +1.37% |
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 equity92.93%₹2.63 Cr
- Mutual funds7.07%₹0.20 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.00×
- Turnover, past year
- 0.15×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has PMS-2 Q5 returned?
6.50% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.93%; 3 months: 1.00%; 6 months: 25.76%; 1 year: 6.50%; 2 years: 4.97%; 3 years: 10.15%; 4 years: 14.80%; 5 years: 7.33%; Since inception: 13.49%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 13.59 percentage points ahead.
How much does PMS-2 Q5 manage?
₹2.83 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-2 Q5?
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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