- Manager
- Prudent Equity
- Service
- Discretionary
- Asset class
- Equity
Prudent Equity Growth Strategy
−0.13%
1-year return
Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026
Prudent Equity’s Prudent Equity Growth Strategy returned −0.13% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹27.06 crore across its clients.
Key numbers
- AUM
- ₹27.06 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 1.12×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | −1.42% | −5.57% | +4.15% |
| 3 months | −5.26% | −3.59% | −1.67% |
| 6 months | +13.56% | +8.07% | +5.49% |
| 1 year | −0.13% | −2.33% | +2.20% |
| 2 years | −3.44% | −3.93% | +0.49% |
| Since inception | −1.79% | −0.61% | −1.18% |
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 equity81.82%₹22.14 Cr
- Mutual funds10.20%₹2.76 Cr
- Cash and other7.95%₹2.15 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.97 Cr
- Net, Sep 2026
- −₹0.97 Cr
- Net, FY to date
- −₹1.89 Cr
- Turnover, month
- 0.14×
- Turnover, past year
- 1.12×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Prudent Equity Growth Strategy returned?
−0.13% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.42%; 3 months: −5.26%; 6 months: 13.56%; 1 year: −0.13%; 2 years: −3.44%; Since inception: −1.79%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 2.20 percentage points ahead.
How much does Prudent Equity Growth Strategy manage?
₹27.06 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 Prudent Equity Growth Strategy?
Prudent Equity, a SEBI-registered portfolio manager (INP000008686), 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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