- Manager
- Moneygrow Asset
- Service
- Discretionary
- Asset class
- Equity
Blend
+7.87%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Moneygrow Asset’s Blend returned 7.87% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹3.59 crore across its clients.
Key numbers
- AUM
- ₹3.59 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.61×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −3.68% | −6.03% | +2.35% |
| 3 months | −1.23% | −4.91% | +3.68% |
| 6 months | +39.30% | +2.13% | +37.17% |
| 1 year | +7.87% | −7.09% | +14.96% |
| 2 years | −3.05% | −5.29% | +2.24% |
| Since inception | −2.56% | −2.30% | −0.26% |
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 equity96.94%₹3.48 Cr
- Cash and other2.79%₹0.10 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- −₹2.54 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.61×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Blend returned?
7.87% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.68%; 3 months: −1.23%; 6 months: 39.30%; 1 year: 7.87%; 2 years: −3.05%; Since inception: −2.56%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 14.96 percentage points ahead.
How much does Blend manage?
₹3.59 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 Blend?
Moneygrow Asset, a SEBI-registered portfolio manager (INP000007915), 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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