- Manager
- Prosperity Wealth Management
- Service
- Discretionary
- Asset class
- Equity
Prosperity Fund of Funds
+2.93%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Prosperity Wealth Management’s Prosperity Fund of Funds returned 2.93% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹10.97 crore across its clients.
Key numbers
- AUM
- ₹10.97 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.70×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.31% | −5.57% | +4.26% |
| 3 months | +0.48% | −3.59% | +4.07% |
| 6 months | +6.61% | +8.07% | −1.46% |
| 1 year | +2.93% | −2.33% | +5.26% |
| 2 years | +3.67% | −3.93% | +7.60% |
| Since inception | +10.08% | +8.97% | +1.11% |
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 funds99.82%₹10.95 Cr
- Cash and other0.18%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹1.30 Cr
- Net, Sep 2026
- −₹1.30 Cr
- Net, FY to date
- −₹1.05 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 0.70×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Prosperity Fund of Funds returned?
2.93% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.31%; 3 months: 0.48%; 6 months: 6.61%; 1 year: 2.93%; 2 years: 3.67%; Since inception: 10.08%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 5.26 percentage points ahead.
How much does Prosperity Fund of Funds manage?
₹10.97 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 Prosperity Fund of Funds?
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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