- Manager
- Consortium Securities
- Service
- Discretionary
- Asset class
- Equity
Consortium Securities Value PMS
+15.50%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Consortium Securities’ Consortium Securities Value PMS returned 15.50% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹102 crore across its clients.
Key numbers
- AUM
- ₹102 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.42×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.06% | −5.57% | +4.51% |
| 3 months | −0.12% | −3.59% | +3.47% |
| 6 months | +16.93% | +8.07% | +8.86% |
| 1 year | +15.50% | −2.33% | +17.83% |
| 2 years | +5.12% | −3.93% | +9.05% |
| 3 years | +13.03% | +9.20% | +3.83% |
| 4 years | +20.08% | +11.22% | +8.86% |
| 5 years | +16.11% | +8.91% | +7.20% |
| Since inception | +26.09% | +12.26% | +13.83% |
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 equity86.99%₹89.12 Cr
- Cash and other13.01%₹13.33 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.25 Cr
- Outflow, Sep 2026
- ₹1.32 Cr
- Net, Sep 2026
- −₹1.07 Cr
- Net, FY to date
- −₹0.12 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.42×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Consortium Securities Value PMS returned?
15.50% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.06%; 3 months: −0.12%; 6 months: 16.93%; 1 year: 15.50%; 2 years: 5.12%; 3 years: 13.03%; 4 years: 20.08%; 5 years: 16.11%; Since inception: 26.09%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 17.83 percentage points ahead.
How much does Consortium Securities Value PMS manage?
₹102 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 Consortium Securities Value PMS?
Consortium Securities, a SEBI-registered portfolio manager (INP000003658), 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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