- Manager
- Hedge Equities
- Service
- Discretionary
- Asset class
- Equity
Financial Freedom
+8.45%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Hedge Equities’ Financial Freedom returned 8.45% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹35.95 crore across its clients.
Key numbers
- AUM
- ₹35.95 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 2.29×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.75% | −5.57% | +2.82% |
| 3 months | +1.70% | −3.59% | +5.29% |
| 6 months | +17.46% | +8.07% | +9.39% |
| 1 year | +8.45% | −2.33% | +10.78% |
| 2 years | +7.99% | −3.93% | +11.92% |
| 3 years | +16.06% | +9.21% | +6.85% |
| 4 years | +16.11% | +11.22% | +4.89% |
| Since inception | +12.42% | +8.68% | +3.74% |
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 equity92.41%₹33.22 Cr
- Cash and other7.59%₹2.73 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.50 Cr
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- ₹0.48 Cr
- Net, FY to date
- ₹6.19 Cr
- Turnover, month
- 0.17×
- Turnover, past year
- 2.29×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Financial Freedom returned?
8.45% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.75%; 3 months: 1.70%; 6 months: 17.46%; 1 year: 8.45%; 2 years: 7.99%; 3 years: 16.06%; 4 years: 16.11%; Since inception: 12.42%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 10.78 percentage points ahead.
How much does Financial Freedom manage?
₹35.95 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 Financial Freedom?
Hedge Equities, a SEBI-registered portfolio manager (INP000003476), 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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