- Manager
- Harmoney Finserv India
- Service
- Discretionary
- Asset class
- Equity
Synergy
+6.13%
1-year return
Benchmark NIFTY 50 TRI −7.08% · to 30 Sep 2026
Harmoney Finserv India’s Synergy returned 6.13% over the year to 30 Sep 2026, against −7.08% for its benchmark, the NIFTY 50 TRI. It managed ₹33.53 crore across its clients.
Key numbers
- AUM
- ₹33.53 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.60×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −1.98% | −6.03% | +4.05% |
| 3 months | +2.75% | −4.91% | +7.66% |
| 6 months | +16.82% | +2.13% | +14.69% |
| 1 year | +6.13% | −7.08% | +13.21% |
| 2 years | +3.13% | −5.29% | +8.42% |
| 3 years | +9.75% | +6.06% | +3.69% |
| 4 years | +12.33% | +8.47% | +3.86% |
| 5 years | +9.84% | +6.37% | +3.47% |
| Since inception | +7.11% | +10.87% | −3.76% |
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 equity96.02%₹32.20 Cr
- Cash and other3.98%₹1.33 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.01 Cr
- Outflow, Sep 2026
- ₹1.24 Cr
- Net, Sep 2026
- −₹1.23 Cr
- Net, FY to date
- −₹0.96 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.60×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Synergy returned?
6.13% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.98%; 3 months: 2.75%; 6 months: 16.82%; 1 year: 6.13%; 2 years: 3.13%; 3 years: 9.75%; 4 years: 12.33%; 5 years: 9.84%; Since inception: 7.11%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.08% over the year, so the strategy was 13.21 percentage points ahead.
How much does Synergy manage?
₹33.53 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 Synergy?
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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