- Manager
- Primeinvestor Financial Research
- Service
- Discretionary
- Asset class
- Hybrid
Prime Vision Balanced
₹2.84 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Primeinvestor Financial Research’s Prime Vision Balanced managed ₹2.84 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹2.84 Cr
- Benchmark
- Nifty 50 Hybrid Composite Debt 50:50 Index
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 Hybrid Composite Debt 50:50 Index | Difference |
|---|---|---|---|
| 1 month | −3.48% | −3.31% | −0.17% |
| 3 months | −0.33% | −3.02% | +2.69% |
| 6 months | +5.50% | +1.93% | +3.57% |
| Since inception | −0.19% | −3.50% | +3.31% |
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
- Mutual funds92.96%₹2.64 Cr
- Cash and other7.04%₹0.20 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.02 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹1.02 Cr
- Net, FY to date
- ₹2.32 Cr
- Turnover, month
- 0.33×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Prime Vision Balanced returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.48%; 3 months: −0.33%; 6 months: 5.50%; Since inception: −0.19%.
How much does Prime Vision Balanced manage?
₹2.84 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 Prime Vision Balanced?
Primeinvestor Financial Research, a SEBI-registered portfolio manager (INP000009658), 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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