- Manager
- Ithought Financial Consulting
- Service
- Discretionary
- Asset class
- Equity
Ithoughtpms India Infra Opportunities
+3.28%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Ithought Financial Consulting’s Ithoughtpms India Infra Opportunities returned 3.28% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹20.70 crore across its clients.
Key numbers
- AUM
- ₹20.70 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.35×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.99% | −5.57% | +2.58% |
| 3 months | −4.43% | −3.59% | −0.84% |
| 6 months | +2.93% | +8.07% | −5.14% |
| 1 year | +3.28% | −2.33% | +5.61% |
| Since inception | +1.08% | −1.50% | +2.58% |
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 equity99.86%₹20.67 Cr
- Cash and other0.14%₹0.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- −₹0.02 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.35×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ithoughtpms India Infra Opportunities returned?
3.28% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.99%; 3 months: −4.43%; 6 months: 2.93%; 1 year: 3.28%; Since inception: 1.08%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 5.61 percentage points ahead.
How much does Ithoughtpms India Infra Opportunities manage?
₹20.70 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 Ithoughtpms India Infra Opportunities?
Ithought Financial Consulting, a SEBI-registered portfolio manager (INP000006448), 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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