- Manager
- Progressive Share Brokers
- Service
- Discretionary
- Asset class
- Equity
Equity Flexi-Cap Companies
+10.41%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Progressive Share Brokers’ Equity Flexi-Cap Companies returned 10.41% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹3.85 crore across its clients.
Key numbers
- AUM
- ₹3.85 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.27×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +6.35% | −5.57% | +11.92% |
| 3 months | +13.95% | −3.59% | +17.54% |
| 6 months | +46.48% | +8.07% | +38.41% |
| 1 year | +10.41% | −2.33% | +12.74% |
| Since inception | −0.52% | −2.65% | +2.13% |
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 equity96.62%₹3.72 Cr
- Cash and other3.38%₹0.13 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.50 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.27×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Equity Flexi-Cap Companies returned?
10.41% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 6.35%; 3 months: 13.95%; 6 months: 46.48%; 1 year: 10.41%; Since inception: −0.52%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 12.74 percentage points ahead.
How much does Equity Flexi-Cap Companies manage?
₹3.85 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 Equity Flexi-Cap Companies?
Progressive Share Brokers, a SEBI-registered portfolio manager (INP000008817), 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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