- Manager
- Chona Financial Services
- Service
- Discretionary
- Asset class
- Equity
PMS-3 Q5
−6.36%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Chona Financial Services’ PMS-3 Q5 returned −6.36% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹25.28 crore across its clients.
Key numbers
- AUM
- ₹25.28 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.69×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.88% | −6.03% | +0.15% |
| 3 months | −5.75% | −4.91% | −0.84% |
| 6 months | +10.15% | +2.13% | +8.02% |
| 1 year | −6.36% | −7.09% | +0.73% |
| 2 years | −4.97% | −5.29% | +0.32% |
| 3 years | +7.16% | +6.06% | +1.10% |
| 4 years | +9.93% | +8.48% | +1.45% |
| 5 years | +7.74% | +6.38% | +1.36% |
| Since inception | +11.32% | +13.60% | −2.28% |
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 equity88.49%₹22.37 Cr
- Mutual funds9.61%₹2.43 Cr
- Cash and other1.74%₹0.44 Cr
- Unlisted equity0.12%₹0.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.02 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.01 Cr
- Net, FY to date
- −₹20.86 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.69×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has PMS-3 Q5 returned?
−6.36% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.88%; 3 months: −5.75%; 6 months: 10.15%; 1 year: −6.36%; 2 years: −4.97%; 3 years: 7.16%; 4 years: 9.93%; 5 years: 7.74%; Since inception: 11.32%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 0.73 percentage points ahead.
How much does PMS-3 Q5 manage?
₹25.28 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-3 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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