- Manager
- Complete Circlewealth Solutions
- Service
- Discretionary
- Asset class
- Equity
Complete Circle Stellar Wealth PMS
+44.66%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Complete Circlewealth Solutions’ Complete Circle Stellar Wealth PMS returned 44.66% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹43.06 crore across its clients.
Key numbers
- AUM
- ₹43.06 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.99×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | +1.34% | −5.57% | +6.91% |
| 3 months | +13.10% | −3.59% | +16.69% |
| 6 months | +52.76% | +8.07% | +44.69% |
| 1 year | +44.66% | −2.33% | +46.99% |
| 2 years | +15.42% | −3.93% | +19.35% |
| 3 years | +19.22% | +9.20% | +10.02% |
| Since inception | +19.87% | +11.15% | +8.72% |
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 equity99.23%₹42.73 Cr
- Cash and other0.77%₹0.33 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.66 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹1.66 Cr
- Net, FY to date
- ₹3.44 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.99×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Complete Circle Stellar Wealth PMS returned?
44.66% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 1.34%; 3 months: 13.10%; 6 months: 52.76%; 1 year: 44.66%; 2 years: 15.42%; 3 years: 19.22%; Since inception: 19.87%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 46.99 percentage points ahead.
How much does Complete Circle Stellar Wealth PMS manage?
₹43.06 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 Stellar Wealth PMS?
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app