- Manager
- Kunvarji Finstock
- Service
- Discretionary
- Asset class
- Equity
Kunvarji Finstock Private Limited
−9.01%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Kunvarji Finstock’s Kunvarji Finstock Private Limited returned −9.01% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹1.13 crore across its clients.
Key numbers
- AUM
- ₹1.13 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.92×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −7.44% | −5.57% | −1.87% |
| 3 months | −5.30% | −3.59% | −1.71% |
| 6 months | +0.51% | +8.07% | −7.56% |
| 1 year | −9.01% | −2.33% | −6.68% |
| 2 years | −8.44% | −3.93% | −4.51% |
| 3 years | +1.56% | +9.21% | −7.65% |
| 4 years | +3.18% | +11.22% | −8.04% |
| 5 years | +0.51% | +8.91% | −8.40% |
| Since inception | +7.79% | +14.64% | −6.85% |
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 equity91.15%₹1.03 Cr
- Cash and other8.85%₹0.10 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.87 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.92×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Kunvarji Finstock Private Limited returned?
−9.01% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.44%; 3 months: −5.30%; 6 months: 0.51%; 1 year: −9.01%; 2 years: −8.44%; 3 years: 1.56%; 4 years: 3.18%; 5 years: 0.51%; Since inception: 7.79%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 6.68 percentage points behind.
How much does Kunvarji Finstock Private Limited manage?
₹1.13 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 Kunvarji Finstock Private Limited?
Kunvarji Finstock, a SEBI-registered portfolio manager (INP000004540), 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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