- Manager
- Prosperity Wealth Management
- Service
- Discretionary
- Asset class
- Equity
Discovery Fund
+11.39%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Prosperity Wealth Management’s Discovery Fund returned 11.39% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹123 crore across its clients.
Key numbers
- AUM
- ₹123 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 2.11×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +3.55% | −5.57% | +9.12% |
| 3 months | +7.38% | −3.59% | +10.97% |
| 6 months | +40.47% | +8.07% | +32.40% |
| 1 year | +11.39% | −2.33% | +13.72% |
| 2 years | −1.54% | −3.93% | +2.39% |
| 3 years | +11.20% | +9.20% | +2.00% |
| 4 years | +16.34% | +11.22% | +5.12% |
| 5 years | +10.31% | +8.91% | +1.40% |
| Since inception | +17.91% | +13.83% | +4.08% |
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 equity96.05%₹118 Cr
- Cash and other3.94%₹4.83 Cr
- Unlisted equity0.01%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.90 Cr
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- ₹0.89 Cr
- Net, FY to date
- −₹0.76 Cr
- Turnover, month
- 0.16×
- Turnover, past year
- 2.11×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Discovery Fund returned?
11.39% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 3.55%; 3 months: 7.38%; 6 months: 40.47%; 1 year: 11.39%; 2 years: −1.54%; 3 years: 11.20%; 4 years: 16.34%; 5 years: 10.31%; Since inception: 17.91%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 13.72 percentage points ahead.
How much does Discovery Fund manage?
₹123 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 Discovery Fund?
Prosperity Wealth Management, a SEBI-registered portfolio manager (INP000007049), 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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