- Manager
- Hem Securities
- Service
- Discretionary
- Asset class
- Equity
Dream Strategy
+6.29%
1-year return
Benchmark S and P BSE 500 −3.22% · to 30 Sep 2026
Hem Securities’ Dream Strategy returned 6.29% over the year to 30 Sep 2026, against −3.22% for its benchmark, the S and P BSE 500. It managed ₹180 crore across its clients.
Key numbers
- AUM
- ₹180 Cr
- Benchmark
- S and P BSE 500
- Turnover, past year
- 0.61×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 | Difference |
|---|---|---|---|
| 1 month | −3.19% | −5.60% | +2.41% |
| 3 months | −1.63% | −3.88% | +2.25% |
| 6 months | +26.18% | +7.40% | +18.78% |
| 1 year | +6.29% | −3.22% | +9.51% |
| 2 years | +0.67% | −4.92% | +5.59% |
| 3 years | +13.29% | +8.04% | +5.25% |
| 4 years | +17.94% | +9.96% | +7.98% |
| 5 years | +15.27% | +7.63% | +7.64% |
| Since inception | +20.79% | +13.79% | +7.00% |
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 equity96.57%₹174 Cr
- Cash and other3.07%₹5.52 Cr
- Mutual funds0.36%₹0.65 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.72 Cr
- Outflow, Sep 2026
- ₹8.93 Cr
- Net, Sep 2026
- −₹7.21 Cr
- Net, FY to date
- −₹8.98 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.61×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Dream Strategy returned?
6.29% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.19%; 3 months: −1.63%; 6 months: 26.18%; 1 year: 6.29%; 2 years: 0.67%; 3 years: 13.29%; 4 years: 17.94%; 5 years: 15.27%; Since inception: 20.79%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500, returned −3.22% over the year, so the strategy was 9.51 percentage points ahead.
How much does Dream Strategy manage?
₹180 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 Dream Strategy?
Hem Securities, a SEBI-registered portfolio manager (INP000006794), 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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