- Manager
- Harmoney Finserv India
- Service
- Discretionary
- Asset class
- Multi-asset
Intellect
+5.80%
1-year return
Benchmark NiftyMultiAsset-Equity:Debt:Arbitrage:Reits/Invits +2.21% · to 30 Sep 2026
Harmoney Finserv India’s Intellect returned 5.80% over the year to 30 Sep 2026, against 2.21% for its benchmark, the NiftyMultiAsset-Equity:Debt:Arbitrage:Reits/Invits. It managed ₹108 crore across its clients.
Key numbers
- AUM
- ₹108 Cr
- Benchmark
- NiftyMultiAsset-Equity:Debt:Arbitrage:Reits/Invits
- Turnover, past year
- 0.64×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NiftyMultiAsset-Equity:Debt:Arbitrage:Reits/Invits | Difference |
|---|---|---|---|
| 1 month | −5.22% | −2.85% | −2.37% |
| 3 months | −3.27% | −1.24% | −2.03% |
| 6 months | +2.59% | +6.24% | −3.65% |
| 1 year | +5.80% | +2.21% | +3.59% |
| 2 years | +6.84% | +2.37% | +4.47% |
| 3 years | +12.55% | +9.54% | +3.01% |
| 4 years | +12.93% | +9.90% | +3.03% |
| 5 years | +10.85% | +8.47% | +2.38% |
| Since inception | +9.44% | +10.27% | −0.83% |
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 equity94.12%₹102 Cr
- Cash and other5.84%₹6.31 Cr
- Mutual funds0.04%₹0.04 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.17 Cr
- Outflow, Sep 2026
- ₹1.63 Cr
- Net, Sep 2026
- −₹1.47 Cr
- Net, FY to date
- −₹4.35 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.64×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Intellect returned?
5.80% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.22%; 3 months: −3.27%; 6 months: 2.59%; 1 year: 5.80%; 2 years: 6.84%; 3 years: 12.55%; 4 years: 12.93%; 5 years: 10.85%; Since inception: 9.44%.
How has it done against its benchmark?
Its benchmark, the NiftyMultiAsset-Equity:Debt:Arbitrage:Reits/Invits, returned 2.21% over the year, so the strategy was 3.59 percentage points ahead.
How much does Intellect manage?
₹108 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 Intellect?
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.
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