- Manager
- Prithvi Finmart
- Service
- Discretionary
- Asset class
- Equity
Prithvi Balance portfolio
+22.38%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Prithvi Finmart’s Prithvi Balance portfolio returned 22.38% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹209 crore across its clients.
Key numbers
- AUM
- ₹209 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.68×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +2.05% | −5.57% | +7.62% |
| 3 months | +6.99% | −3.59% | +10.58% |
| 6 months | +42.85% | +8.07% | +34.78% |
| 1 year | +22.38% | −2.33% | +24.71% |
| 2 years | +5.85% | −3.93% | +9.78% |
| 3 years | +20.39% | +9.20% | +11.19% |
| Since inception | +23.37% | +10.08% | +13.29% |
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 equity94.83%₹198 Cr
- Cash and other5.17%₹10.80 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.27 Cr
- Outflow, Sep 2026
- ₹1.22 Cr
- Net, Sep 2026
- ₹0.05 Cr
- Net, FY to date
- ₹13.16 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.68×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Prithvi Balance portfolio returned?
22.38% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 2.05%; 3 months: 6.99%; 6 months: 42.85%; 1 year: 22.38%; 2 years: 5.85%; 3 years: 20.39%; Since inception: 23.37%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 24.71 percentage points ahead.
How much does Prithvi Balance portfolio manage?
₹209 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 Prithvi Balance portfolio?
Prithvi Finmart, a SEBI-registered portfolio manager (INP000004441), 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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