- Manager
- Investsavvy Portfolio Management
- Service
- Discretionary
- Asset class
- Equity
Investsavvy Alpha
−2.84%
1-year return
Benchmark S and P BSE 500 Total Return Index −0.07% · to 30 Sep 2026
Investsavvy Portfolio Management’s Investsavvy Alpha returned −2.84% over the year to 30 Sep 2026, against −0.07% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹0 across its clients.
Key numbers
- AUM
- ₹0
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 0.30×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | — | −0.17% | — |
| 3 months | +7.34% | −2.34% | +9.68% |
| 6 months | −4.70% | −5.39% | +0.69% |
| 1 year | −2.84% | −0.07% | −2.77% |
| 2 years | +1.83% | +4.14% | −2.31% |
| 3 years | +28.74% | +13.46% | +15.28% |
| 4 years | +28.86% | +13.31% | +15.55% |
| Since inception | +25.49% | +12.02% | +13.47% |
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.
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹11.13 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.30×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Investsavvy Alpha returned?
−2.84% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 3 months: 7.34%; 6 months: −4.70%; 1 year: −2.84%; 2 years: 1.83%; 3 years: 28.74%; 4 years: 28.86%; Since inception: 25.49%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 Total Return Index, returned −0.07% over the year, so the strategy was 2.77 percentage points behind.
How much does Investsavvy Alpha manage?
₹0 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 Investsavvy Alpha?
Investsavvy Portfolio Management, a SEBI-registered portfolio manager (INP000007395), 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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