Manager
Clearview Capital Advisors
Service
Discretionary
Asset class
Equity

Clearview Long Term Partners Fund

+24.40%

1-year return

Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026

Clearview Capital Advisors’ Clearview Long Term Partners Fund returned 24.40% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹65.32 crore across its clients.

Key numbers

AUM
₹65.32 Cr
Benchmark
S and P BSE 500 Total Return Index
Turnover, past year
2.03×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Clearview Long Term Partners Fund returns against the S and P BSE 500 Total Return Index
PeriodThis strategyS and P BSE 500 Total Return IndexDifference
1 month+1.05%−5.57%+6.62%
3 months+8.98%−3.59%+12.57%
6 months+41.74%+8.07%+33.67%
1 year+24.40%−2.33%+26.73%
Since inception+19.17%−2.11%+21.28%

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 equity91.11%
  • Cash and other8.89%

Flows and turnover

Inflow, Sep 2026
₹3.40 Cr
Outflow, Sep 2026
₹0
Net, Sep 2026
₹3.40 Cr
Net, FY to date
₹21.60 Cr
Turnover, month
0.19×
Turnover, past year
2.03×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Clearview Long Term Partners Fund returned?

24.40% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 1.05%; 3 months: 8.98%; 6 months: 41.74%; 1 year: 24.40%; Since inception: 19.17%.

How has it done against its benchmark?

Its benchmark, the S and P BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 26.73 percentage points ahead.

How much does Clearview Long Term Partners Fund manage?

₹65.32 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 Clearview Long Term Partners Fund?

Clearview Capital Advisors, a SEBI-registered portfolio manager (INP000009029), 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.

Full disclaimer

See how a PMS fits your plan

Armor checks every holding against your goals, risk and timeline.

Get the app