- Manager
- Purnartha Investment Advisers
- Service
- Discretionary
- Asset class
- Equity
Purnartha Make in Bharat Strategy
₹0.83 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Purnartha Investment Advisers’ Purnartha Make in Bharat Strategy managed ₹0.83 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹0.83 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.88% | −5.57% | −0.31% |
| 3 months | −3.89% | −3.59% | −0.30% |
| Since inception | +0.22% | −1.19% | +1.41% |
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 equity62.32%₹0.52 Cr
- Cash and other30.66%₹0.25 Cr
- Mutual funds7.03%₹0.06 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.25 Cr
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- ₹0.25 Cr
- Net, FY to date
- ₹0.85 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Purnartha Make in Bharat Strategy returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.88%; 3 months: −3.89%; Since inception: 0.22%.
How much does Purnartha Make in Bharat Strategy manage?
₹0.83 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 Make in Bharat 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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