- Manager
- Finwizard Technology
- Service
- Discretionary
- Asset class
- Equity
AlphaEdge
+6.08%
1-year return
Benchmark Nifty Multi Asset Index +2.21% · to 30 Sep 2026
Finwizard Technology’s AlphaEdge returned 6.08% over the year to 30 Sep 2026, against 2.21% for its benchmark, the Nifty Multi Asset Index. It managed ₹286 crore across its clients.
Key numbers
- AUM
- ₹286 Cr
- Benchmark
- Nifty Multi Asset Index
- Turnover, past year
- 1.21×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Multi Asset Index | Difference |
|---|---|---|---|
| 1 month | −4.75% | −2.85% | −1.90% |
| 3 months | −0.96% | −1.23% | +0.27% |
| 6 months | +11.39% | +6.24% | +5.15% |
| 1 year | +6.08% | +2.21% | +3.87% |
| Since inception | +5.78% | +3.26% | +2.52% |
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
- Mutual funds93.36%₹267 Cr
- Listed equity6.17%₹17.63 Cr
- Cash and other0.47%₹1.35 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹28.31 Cr
- Outflow, Sep 2026
- ₹0.72 Cr
- Net, Sep 2026
- ₹27.59 Cr
- Net, FY to date
- ₹174 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 1.21×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has AlphaEdge returned?
6.08% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.75%; 3 months: −0.96%; 6 months: 11.39%; 1 year: 6.08%; Since inception: 5.78%.
How has it done against its benchmark?
Its benchmark, the Nifty Multi Asset Index, returned 2.21% over the year, so the strategy was 3.87 percentage points ahead.
How much does AlphaEdge manage?
₹286 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 AlphaEdge?
Finwizard Technology, a SEBI-registered portfolio manager (INP000008950), 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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