- Manager
- Envision Capital Services
- Service
- Discretionary
- Asset class
- Equity
Envision India Opportunities Portfolio
+5.26%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Envision Capital Services’ Envision India Opportunities Portfolio returned 5.26% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹134 crore across its clients.
Key numbers
- AUM
- ₹134 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.68×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.95% | −5.57% | +1.62% |
| 3 months | +1.63% | −3.59% | +5.22% |
| 6 months | +24.91% | +8.07% | +16.84% |
| 1 year | +5.26% | −2.33% | +7.59% |
| 2 years | +0.77% | −3.93% | +4.70% |
| 3 years | +12.06% | +9.20% | +2.86% |
| 4 years | +16.06% | +11.22% | +4.84% |
| 5 years | +12.74% | +8.91% | +3.83% |
| Since inception | +15.95% | +11.95% | +4.00% |
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 equity94.13%₹127 Cr
- Cash and other3.70%₹4.98 Cr
- Mutual funds2.16%₹2.91 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.64 Cr
- Net, Sep 2026
- −₹0.64 Cr
- Net, FY to date
- ₹7.73 Cr
- Turnover, month
- 0.10×
- Turnover, past year
- 0.68×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Envision India Opportunities Portfolio returned?
5.26% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.95%; 3 months: 1.63%; 6 months: 24.91%; 1 year: 5.26%; 2 years: 0.77%; 3 years: 12.06%; 4 years: 16.06%; 5 years: 12.74%; Since inception: 15.95%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 7.59 percentage points ahead.
How much does Envision India Opportunities Portfolio manage?
₹134 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 Envision India Opportunities Portfolio?
Envision Capital Services, a SEBI-registered portfolio manager (INP000003575), 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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