Manager
Ghalla Bhansali Stock Brokers
Service
Discretionary
Asset class
Equity

Jewel

−1.19%

1-year return

Benchmark S and P BSE 500 −4.03% · to 30 Sep 2026

Ghalla Bhansali Stock Brokers’ Jewel returned −1.19% over the year to 30 Sep 2026, against −4.03% for its benchmark, the S and P BSE 500. It managed ₹41.28 crore across its clients.

Key numbers

AUM
₹41.28 Cr
Benchmark
S and P BSE 500
Turnover, past year
0.48×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Jewel returns against the S and P BSE 500
PeriodThis strategyS and P BSE 500Difference
1 month+0.89%−5.32%+6.21%
3 months−3.18%−4.30%+1.12%
6 months+35.05%+5.33%+29.72%
1 year−1.19%−4.03%+2.84%
2 years−8.80%−4.91%−3.89%
3 years+7.72%+8.03%−0.31%
4 years+20.06%+9.95%+10.11%
5 years+14.65%+7.62%+7.03%
Since inception+14.01%+13.08%+0.93%

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 equity99.78%
  • Cash and other0.22%

Flows and turnover

Inflow, Sep 2026
₹0
Outflow, Sep 2026
₹0
Net, Sep 2026
₹0
Net, FY to date
₹0
Turnover, month
0.00×
Turnover, past year
0.48×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Jewel returned?

−1.19% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.89%; 3 months: −3.18%; 6 months: 35.05%; 1 year: −1.19%; 2 years: −8.80%; 3 years: 7.72%; 4 years: 20.06%; 5 years: 14.65%; Since inception: 14.01%.

How has it done against its benchmark?

Its benchmark, the S and P BSE 500, returned −4.03% over the year, so the strategy was 2.84 percentage points ahead.

How much does Jewel manage?

₹41.28 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 Jewel?

Ghalla Bhansali Stock Brokers, a SEBI-registered portfolio manager (INP000004334), 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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