- Manager
- Marfatia Stock Broking
- Service
- Discretionary
- Asset class
- Equity
Allweather
+10.16%
1-year return
Benchmark BSE500 −3.81% · to 30 Sep 2026
Marfatia Stock Broking’s Allweather returned 10.16% over the year to 30 Sep 2026, against −3.81% for its benchmark, the BSE500. It managed ₹89.45 crore across its clients.
Key numbers
- AUM
- ₹89.45 Cr
- Benchmark
- BSE500
- Turnover, past year
- 0.64×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500 | Difference |
|---|---|---|---|
| 1 month | +2.06% | −5.59% | +7.65% |
| 1 year | +10.16% | −3.81% | +13.97% |
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 equity85.12%₹76.14 Cr
- Mutual funds14.88%₹13.31 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.60 Cr
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- ₹0.60 Cr
- Net, FY to date
- −₹1.20 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.64×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Allweather returned?
10.16% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 2.06%; 1 year: 10.16%.
How has it done against its benchmark?
Its benchmark, the BSE500, returned −3.81% over the year, so the strategy was 13.97 percentage points ahead.
How much does Allweather manage?
₹89.45 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 Allweather?
Marfatia Stock Broking, a SEBI-registered portfolio manager (INP000005117), 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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