- Manager
- Harmoney Finserv India
- Service
- Discretionary
- Asset class
- Equity
Indiastory
−0.88%
1-year return
Benchmark NIFTY 50 TRI −7.08% · to 30 Sep 2026
Harmoney Finserv India’s Indiastory returned −0.88% over the year to 30 Sep 2026, against −7.08% for its benchmark, the NIFTY 50 TRI. It managed ₹11.08 crore across its clients.
Key numbers
- AUM
- ₹11.08 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.64×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −3.70% | −6.03% | +2.33% |
| 3 months | −1.34% | −4.91% | +3.57% |
| 6 months | +9.88% | +2.13% | +7.75% |
| 1 year | −0.88% | −7.08% | +6.20% |
| 2 years | +0.56% | −5.29% | +5.85% |
| 3 years | +7.15% | +6.06% | +1.09% |
| 4 years | +9.67% | +8.47% | +1.20% |
| 5 years | +6.76% | +6.37% | +0.39% |
| Since inception | +5.00% | +11.27% | −6.27% |
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 equity97.88%₹10.85 Cr
- Cash and other2.12%₹0.24 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.03 Cr
- Outflow, Sep 2026
- ₹0.48 Cr
- Net, Sep 2026
- −₹0.44 Cr
- Net, FY to date
- ₹0.27 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.64×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Indiastory returned?
−0.88% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.70%; 3 months: −1.34%; 6 months: 9.88%; 1 year: −0.88%; 2 years: 0.56%; 3 years: 7.15%; 4 years: 9.67%; 5 years: 6.76%; Since inception: 5.00%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.08% over the year, so the strategy was 6.20 percentage points ahead.
How much does Indiastory manage?
₹11.08 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 Indiastory?
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