- Manager
- Prudent Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Focussed Equity PMS
+3.64%
1-year return
Benchmark NIFTY50TRI −7.09% · to 30 Sep 2026
Prudent Investment Managers’ Focussed Equity PMS returned 3.64% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50TRI. It managed ₹50.60 crore across its clients.
Key numbers
- AUM
- ₹50.60 Cr
- Benchmark
- NIFTY50TRI
- Turnover, past year
- 0.23×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50TRI | Difference |
|---|---|---|---|
| 1 month | −4.68% | −6.03% | +1.35% |
| 3 months | −1.46% | −4.91% | +3.45% |
| 6 months | +19.44% | +2.13% | +17.31% |
| 1 year | +3.64% | −7.09% | +10.73% |
| 2 years | +1.00% | −5.29% | +6.29% |
| 3 years | +12.07% | +6.06% | +6.01% |
| 4 years | +14.40% | +8.48% | +5.92% |
| Since inception | +14.23% | +6.45% | +7.78% |
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 equity92.69%₹46.90 Cr
- Mutual funds5.18%₹2.62 Cr
- Cash and other2.13%₹1.08 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- ₹1.27 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.23×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Focussed Equity PMS returned?
3.64% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.68%; 3 months: −1.46%; 6 months: 19.44%; 1 year: 3.64%; 2 years: 1.00%; 3 years: 12.07%; 4 years: 14.40%; Since inception: 14.23%.
How has it done against its benchmark?
Its benchmark, the NIFTY50TRI, returned −7.09% over the year, so the strategy was 10.73 percentage points ahead.
How much does Focussed Equity PMS manage?
₹50.60 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 Focussed Equity PMS?
Prudent Investment Managers, a SEBI-registered portfolio manager (INP000007298), 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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