- Manager
- Gauvik Wealth Management
- Service
- Discretionary
- Asset class
- Equity
Gauvik Wealth Management LLP - the Sumeru Strategy
₹87.52 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Gauvik Wealth Management’s Gauvik Wealth Management LLP - the Sumeru Strategy managed ₹87.52 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹87.52 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | −4.51% | −5.57% | +1.06% |
| 3 months | −5.70% | −3.59% | −2.11% |
| Since inception | −5.39% | −4.32% | −1.07% |
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 equity97.39%₹85.24 Cr
- Cash and other2.61%₹2.28 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.15 Cr
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- ₹0.13 Cr
- Net, FY to date
- ₹91.67 Cr
- Turnover, month
- 0.29×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Gauvik Wealth Management LLP - the Sumeru Strategy returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.51%; 3 months: −5.70%; Since inception: −5.39%.
How much does Gauvik Wealth Management LLP - the Sumeru Strategy manage?
₹87.52 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 Gauvik Wealth Management LLP - the Sumeru Strategy?
Gauvik Wealth Management, a SEBI-registered portfolio manager (INP000009931), 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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