- Manager
- Pioneer Wealth Management Services
- Service
- Discretionary
- Asset class
- Equity
Pinc Aggressive Fund
+1.10%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Pioneer Wealth Management Services’ Pinc Aggressive Fund returned 1.10% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹22.94 crore across its clients.
Key numbers
- AUM
- ₹22.94 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.37×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +2.11% | −5.57% | +7.68% |
| 3 months | +7.27% | −3.59% | +10.86% |
| 6 months | +27.62% | +8.07% | +19.55% |
| 1 year | +1.10% | −2.33% | +3.43% |
| 2 years | −4.95% | −3.93% | −1.02% |
| Since inception | −4.85% | −3.26% | −1.59% |
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 equity89.80%₹20.60 Cr
- Mutual funds5.62%₹1.29 Cr
- Cash and other4.58%₹1.05 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.41 Cr
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- ₹1.40 Cr
- Net, FY to date
- ₹3.98 Cr
- Turnover, month
- 0.15×
- Turnover, past year
- 1.37×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Pinc Aggressive Fund returned?
1.10% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 2.11%; 3 months: 7.27%; 6 months: 27.62%; 1 year: 1.10%; 2 years: −4.95%; Since inception: −4.85%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 3.43 percentage points ahead.
How much does Pinc Aggressive Fund manage?
₹22.94 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 Pinc Aggressive Fund?
Pioneer Wealth Management Services, a SEBI-registered portfolio manager (INP000005883), 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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