- Manager
- Growthfiniti Wealth
- Service
- Discretionary
- Asset class
- Equity
Growthfiniti Lead
+4.69%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Growthfiniti Wealth’s Growthfiniti Lead returned 4.69% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹17.69 crore across its clients.
Key numbers
- AUM
- ₹17.69 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 3.06×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.59% | −5.57% | −0.02% |
| 3 months | +1.33% | −3.59% | +4.92% |
| 6 months | +22.63% | +8.07% | +14.56% |
| 1 year | +4.69% | −2.33% | +7.02% |
| Since inception | −0.65% | −4.08% | +3.43% |
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 equity97.40%₹17.23 Cr
- Cash and other2.66%₹0.47 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹3.28 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹3.28 Cr
- Net, FY to date
- ₹13.57 Cr
- Turnover, month
- 0.23×
- Turnover, past year
- 3.06×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Growthfiniti Lead returned?
4.69% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.59%; 3 months: 1.33%; 6 months: 22.63%; 1 year: 4.69%; Since inception: −0.65%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 7.02 percentage points ahead.
How much does Growthfiniti Lead manage?
₹17.69 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 Growthfiniti Lead?
Growthfiniti Wealth, a SEBI-registered portfolio manager (INP000009418), 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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