- Manager
- Hedge Equities
- Service
- Discretionary
- Asset class
- Hybrid
Financial Freedom - Hybrid
+5.49%
1-year return
Benchmark NIFTY 50 Hybrid Composite Debt 50:50 Index −2.65% · to 30 Sep 2026
Hedge Equities’ Financial Freedom - Hybrid returned 5.49% over the year to 30 Sep 2026, against −2.65% for its benchmark, the NIFTY 50 Hybrid Composite Debt 50:50 Index. It managed ₹9.78 crore across its clients.
Key numbers
- AUM
- ₹9.78 Cr
- Benchmark
- NIFTY 50 Hybrid Composite Debt 50:50 Index
- Turnover, past year
- 2.62×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 Hybrid Composite Debt 50:50 Index | Difference |
|---|---|---|---|
| 1 month | −1.85% | −3.31% | +1.46% |
| 3 months | −1.42% | −3.02% | +1.60% |
| 6 months | +10.50% | +1.93% | +8.57% |
| 1 year | +5.49% | −2.65% | +8.14% |
| Since inception | +5.66% | −1.90% | +7.56% |
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
- Debt44.99%₹4.40 Cr
- Listed equity36.91%₹3.61 Cr
- Mutual funds15.54%₹1.52 Cr
- Cash and other2.56%₹0.25 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.50 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.50 Cr
- Net, FY to date
- ₹3.49 Cr
- Turnover, month
- 0.16×
- Turnover, past year
- 2.62×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Financial Freedom - Hybrid returned?
5.49% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.85%; 3 months: −1.42%; 6 months: 10.50%; 1 year: 5.49%; Since inception: 5.66%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 Hybrid Composite Debt 50:50 Index, returned −2.65% over the year, so the strategy was 8.14 percentage points ahead.
How much does Financial Freedom - Hybrid manage?
₹9.78 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 - Hybrid?
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app