- Manager
- Ithought Financial Consulting
- Service
- Discretionary
- Asset class
- Equity
Ithoughtpms Sphere
−2.91%
1-year return
Benchmark NSE Multi Asset Index 1 +3.12% · to 30 Sep 2026
Ithought Financial Consulting’s Ithoughtpms Sphere returned −2.91% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NSE Multi Asset Index 1. It managed ₹870 crore across its clients.
Key numbers
- AUM
- ₹870 Cr
- Benchmark
- NSE Multi Asset Index 1
- Turnover, past year
- 0.65×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 1 | Difference |
|---|---|---|---|
| 1 month | −6.13% | −2.65% | −3.48% |
| 3 months | −4.63% | −0.75% | −3.88% |
| 6 months | −0.19% | +6.55% | −6.74% |
| 1 year | −2.91% | +3.12% | −6.03% |
| 2 years | +4.86% | +2.85% | +2.01% |
| 3 years | +17.50% | +9.81% | +7.69% |
| 4 years | +20.26% | +10.12% | +10.14% |
| Since inception | +17.63% | +8.98% | +8.65% |
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 equity68.60%₹597 Cr
- Mutual funds30.27%₹263 Cr
- Cash and other1.13%₹9.82 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹7.56 Cr
- Outflow, Sep 2026
- ₹5.43 Cr
- Net, Sep 2026
- ₹2.13 Cr
- Net, FY to date
- ₹50.91 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.65×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ithoughtpms Sphere returned?
−2.91% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.13%; 3 months: −4.63%; 6 months: −0.19%; 1 year: −2.91%; 2 years: 4.86%; 3 years: 17.50%; 4 years: 20.26%; Since inception: 17.63%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 1, returned 3.12% over the year, so the strategy was 6.03 percentage points behind.
How much does Ithoughtpms Sphere manage?
₹870 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 Sphere?
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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