- Manager
- Purnartha Investment Advisers
- Service
- Discretionary
- Asset class
- Equity
Purnartha Dynamic Midcap Strategy
+3.39%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Purnartha Investment Advisers’ Purnartha Dynamic Midcap Strategy returned 3.39% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹466 crore across its clients.
Key numbers
- AUM
- ₹466 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.88×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −6.95% | −5.57% | −1.38% |
| 3 months | −7.37% | −3.59% | −3.78% |
| 6 months | +15.25% | +8.07% | +7.18% |
| 1 year | +3.39% | −2.33% | +5.72% |
| 2 years | +2.64% | −3.93% | +6.57% |
| 3 years | +10.89% | +9.20% | +1.69% |
| Since inception | +12.35% | +11.99% | +0.36% |
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 equity78.81%₹368 Cr
- Cash and other12.29%₹57.32 Cr
- Mutual funds8.90%₹41.53 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹20.96 Cr
- Outflow, Sep 2026
- ₹3.09 Cr
- Net, Sep 2026
- ₹17.88 Cr
- Net, FY to date
- ₹140 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.88×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Purnartha Dynamic Midcap Strategy returned?
3.39% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.95%; 3 months: −7.37%; 6 months: 15.25%; 1 year: 3.39%; 2 years: 2.64%; 3 years: 10.89%; Since inception: 12.35%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 5.72 percentage points ahead.
How much does Purnartha Dynamic Midcap Strategy manage?
₹466 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 Purnartha Dynamic Midcap Strategy?
Purnartha Investment Advisers, a SEBI-registered portfolio manager (INP000007021), 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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