SEBI reg.
INP000004524
Services
Discretionary
Reported
30 Sep 2026

Karvy Capital

₹122 Cr

Assets under management

806 clients · 6 strategies · 30 Sep 2026

Karvy Capital managed ₹122 crore for 806 clients at 30 Sep 2026, across 6 strategies, most of it for domestic individuals and others. In September clients added ₹0 and withdrew ₹9.80 crore.

Key numbers

SEBI registration
INP000004524
Discretionary AUM
₹122 Cr
Min. investment
₹50 lakh (SEBI)
Complaints pending
0

Strategies

Karvy Capital’s PMS strategies, largest first
StrategyAsset classAUM1 yearBenchmark 1Y
DemeterDebt₹60.59 Cr+3.51%+9.25%
ExcelDebt₹57.67 Cr+8.81%+9.25%
Aegis DebtDebt₹3.43 Cr+9.35%+9.25%
Aegis-DebtOther₹3.43 Cr——
Aegis MLDDebt₹0—+9.32%
Aegis-MLDOther₹0——

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.

Who it manages money for

Karvy Capital’s clients and assets by client type and service
Client typeServiceClientsAUM
Domestic individuals and othersDiscretionary788₹113 Cr
Domestic corporatesDiscretionary18₹8.90 Cr

Flows

Inflow, Sep 2026
₹0
Outflow, Sep 2026
₹9.80 Cr
Net, Sep 2026
−₹9.80 Cr
Inflow, FY to date
₹0 Cr
Outflow, FY to date
₹26.15 Cr
Net, FY to date
−₹26.15 Cr

Discretionary service. The financial year runs from 1 April.

Complaints

Pending at start of month
0
Received
0
Resolved
0
Pending at end of month
0

FAQs

How much does Karvy Capital manage?

₹122 crore for 806 clients at 30 Sep 2026, as reported to SEBI.

How many clients does Karvy Capital have?

806 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates.

Which PMS strategies does Karvy Capital offer?

It reported 6 to SEBI for 30 Sep 2026: Demeter, Excel, Aegis Debt, Aegis-Debt, Aegis MLD, Aegis-MLD.

Is Karvy Capital registered with SEBI?

Yes. It is registered with SEBI as a portfolio manager, registration number INP000004524.

Has Karvy Capital had investor complaints?

In September it received 0 and resolved 0; 0 were pending at the end of the month.

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.

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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