- Manager
- Parag Parikh Financial Advisory Services
- Service
- Discretionary
- Asset class
- Equity
Cognito
−11.39%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Parag Parikh Financial Advisory Services’ Cognito returned −11.39% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹40.64 crore across its clients.
Key numbers
- AUM
- ₹40.64 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 0.10×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.91% | −5.57% | +0.66% |
| 3 months | −4.15% | −3.59% | −0.56% |
| 6 months | +2.24% | +8.07% | −5.83% |
| 1 year | −11.39% | −2.33% | −9.06% |
| 2 years | −5.50% | −3.93% | −1.57% |
| 3 years | +9.75% | +9.20% | +0.55% |
| 4 years | +12.36% | +11.22% | +1.14% |
| 5 years | +9.87% | +8.91% | +0.96% |
| Since inception | +17.54% | — | — |
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 equity97.10%₹39.46 Cr
- Cash and other2.90%₹1.18 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.06 Cr
- Outflow, Sep 2026
- ₹1.68 Cr
- Net, Sep 2026
- −₹1.62 Cr
- Net, FY to date
- −₹1.72 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.10×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Cognito returned?
−11.39% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.91%; 3 months: −4.15%; 6 months: 2.24%; 1 year: −11.39%; 2 years: −5.50%; 3 years: 9.75%; 4 years: 12.36%; 5 years: 9.87%; Since inception: 17.54%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 TRI, returned −2.33% over the year, so the strategy was 9.06 percentage points behind.
How much does Cognito manage?
₹40.64 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 Cognito?
Parag Parikh Financial Advisory Services, a SEBI-registered portfolio manager (INP000000241), 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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