- Manager
- Harmoney Finserv India
- Service
- Discretionary
- Asset class
- Multi-asset
Prospect
+14.47%
1-year return
Benchmark NiftyMultiAsset-Equity:Debt:Arbitrage:Reits/Invits +2.21% · to 30 Sep 2026
Harmoney Finserv India’s Prospect returned 14.47% over the year to 30 Sep 2026, against 2.21% for its benchmark, the NiftyMultiAsset-Equity:Debt:Arbitrage:Reits/Invits. It managed ₹28.05 crore across its clients.
Key numbers
- AUM
- ₹28.05 Cr
- Benchmark
- NiftyMultiAsset-Equity:Debt:Arbitrage:Reits/Invits
- Turnover, past year
- 0.61×
- 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 | +0.55% | −2.85% | +3.40% |
| 3 months | +5.02% | −1.24% | +6.26% |
| 6 months | +19.94% | +6.24% | +13.70% |
| 1 year | +14.47% | +2.21% | +12.26% |
| 2 years | +11.25% | +2.37% | +8.88% |
| 3 years | +13.68% | +9.54% | +4.14% |
| 4 years | +16.60% | +9.90% | +6.70% |
| 5 years | +14.46% | +8.47% | +5.99% |
| Since inception | +11.85% | +10.14% | +1.71% |
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 equity95.19%₹26.70 Cr
- Cash and other4.81%₹1.35 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.14 Cr
- Outflow, Sep 2026
- ₹0.52 Cr
- Net, Sep 2026
- −₹0.38 Cr
- Net, FY to date
- ₹0.45 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.61×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Prospect returned?
14.47% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.55%; 3 months: 5.02%; 6 months: 19.94%; 1 year: 14.47%; 2 years: 11.25%; 3 years: 13.68%; 4 years: 16.60%; 5 years: 14.46%; Since inception: 11.85%.
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 12.26 percentage points ahead.
How much does Prospect manage?
₹28.05 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 Prospect?
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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