- Manager
- Envision Capital Services
- Service
- Discretionary
- Asset class
- Equity
Envision New Frontiers Portfolio
₹20.05 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Envision Capital Services’ Envision New Frontiers Portfolio managed ₹20.05 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹20.05 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.72% | −5.57% | +1.85% |
| 3 months | +4.78% | −3.59% | +8.37% |
| 6 months | +20.46% | +8.07% | +12.39% |
| Since inception | +15.89% | −6.46% | +22.35% |
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 equity67.63%₹13.56 Cr
- Mutual funds17.31%₹3.47 Cr
- Cash and other15.01%₹3.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹5 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹5 Cr
- Net, FY to date
- ₹12.75 Cr
- Turnover, month
- 0.26×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Envision New Frontiers Portfolio returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.72%; 3 months: 4.78%; 6 months: 20.46%; Since inception: 15.89%.
How much does Envision New Frontiers Portfolio manage?
₹20.05 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 New Frontiers 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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