- Manager
- Investvalue Capital
- Service
- Discretionary
- Asset class
- Equity
Investvalue India Winners Portfolio
₹40.02 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Investvalue Capital’s Investvalue India Winners Portfolio managed ₹40.02 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹40.02 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 0.00×
- 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 | −2.79% | −5.57% | +2.78% |
| 3 months | +0.35% | −3.59% | +3.94% |
| 6 months | +16.46% | +8.07% | +8.39% |
| Since inception | +14.03% | −4.22% | +18.25% |
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 equity90.75%₹36.32 Cr
- Cash and other8.15%₹3.26 Cr
- Mutual funds1.12%₹0.45 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹4.45 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹4.45 Cr
- Net, FY to date
- ₹28.49 Cr
- Turnover, month
- 0.20×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Investvalue India Winners Portfolio returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.79%; 3 months: 0.35%; 6 months: 16.46%; Since inception: 14.03%.
How much does Investvalue India Winners Portfolio manage?
₹40.02 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 Investvalue India Winners Portfolio?
Investvalue Capital, a SEBI-registered portfolio manager (INP000009773), 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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