- Manager
- Complete Circlewealth Solutions
- Service
- Discretionary
- Asset class
- Equity
Complete Circle India Rising
+9.91%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Complete Circlewealth Solutions’ Complete Circle India Rising returned 9.91% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹4.13 crore across its clients.
Key numbers
- AUM
- ₹4.13 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.89×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −4.16% | −5.57% | +1.41% |
| 3 months | +7.00% | −3.59% | +10.59% |
| 6 months | +32.28% | +8.07% | +24.21% |
| 1 year | +9.91% | −2.33% | +12.24% |
| 2 years | −0.13% | −3.93% | +3.80% |
| Since inception | +4.01% | +0.40% | +3.61% |
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 equity98.31%₹4.06 Cr
- Cash and other1.69%₹0.07 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.51 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.51 Cr
- Net, FY to date
- ₹1.53 Cr
- Turnover, month
- 0.21×
- Turnover, past year
- 0.89×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Complete Circle India Rising returned?
9.91% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.16%; 3 months: 7.00%; 6 months: 32.28%; 1 year: 9.91%; 2 years: −0.13%; Since inception: 4.01%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 12.24 percentage points ahead.
How much does Complete Circle India Rising manage?
₹4.13 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 Complete Circle India Rising?
Complete Circlewealth Solutions, a SEBI-registered portfolio manager (INP100007365), 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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