- Manager
- Cosmea Portfolio Management
- Service
- Discretionary
- Asset class
- Equity
All Weather Strategy
−6.15%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Cosmea Portfolio Management’s All Weather Strategy returned −6.15% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹11.49 crore across its clients.
Key numbers
- AUM
- ₹11.49 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 2.38×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.58% | −5.57% | −0.01% |
| 3 months | −6.46% | −3.59% | −2.87% |
| 6 months | +2.70% | +8.07% | −5.37% |
| 1 year | −6.15% | −2.33% | −3.82% |
| 2 years | −8.08% | −3.93% | −4.15% |
| 3 years | +10.88% | +9.21% | +1.67% |
| 4 years | +14.50% | +11.22% | +3.28% |
| 5 years | +10.03% | +8.91% | +1.12% |
| Since inception | +12.49% | +13.78% | −1.29% |
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 equity81.55%₹9.37 Cr
- Cash and other14.27%₹1.64 Cr
- Mutual funds4.18%₹0.48 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.87 Cr
- Net, Sep 2026
- −₹0.87 Cr
- Net, FY to date
- −₹1.42 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 2.38×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has All Weather Strategy returned?
−6.15% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.58%; 3 months: −6.46%; 6 months: 2.70%; 1 year: −6.15%; 2 years: −8.08%; 3 years: 10.88%; 4 years: 14.50%; 5 years: 10.03%; Since inception: 12.49%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 3.82 percentage points behind.
How much does All Weather Strategy manage?
₹11.49 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 All Weather Strategy?
Cosmea Portfolio Management, a SEBI-registered portfolio manager (INP000008251), 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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