- Manager
- Harmoney Finserv India
- Service
- Discretionary
- Asset class
- Equity
Genius
−6.63%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Harmoney Finserv India’s Genius returned −6.63% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹12.48 crore across its clients.
Key numbers
- AUM
- ₹12.48 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 1.14×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.00% | −6.03% | +1.03% |
| 3 months | −4.99% | −4.91% | −0.08% |
| 6 months | +8.60% | +2.13% | +6.47% |
| 1 year | −6.63% | −7.09% | +0.46% |
| 2 years | −5.64% | −5.29% | −0.35% |
| Since inception | −3.65% | −1.97% | −1.68% |
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 equity92.84%₹11.59 Cr
- Cash and other7.16%₹0.89 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.51 Cr
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- ₹0.50 Cr
- Net, FY to date
- ₹2.67 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 1.14×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Genius returned?
−6.63% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.00%; 3 months: −4.99%; 6 months: 8.60%; 1 year: −6.63%; 2 years: −5.64%; Since inception: −3.65%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 0.46 percentage points ahead.
How much does Genius manage?
₹12.48 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 Genius?
Harmoney Finserv India, a SEBI-registered portfolio manager (INP000003898), 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app