- Manager
- Purnartha Investment Advisers
- Service
- Discretionary
- Asset class
- Multi-asset
Purnartha One Strategy
+2.55%
1-year return
Benchmark NSE Multi Asset Index 2 +2.21% · to 30 Sep 2026
Purnartha Investment Advisers’ Purnartha One Strategy returned 2.55% over the year to 30 Sep 2026, against 2.21% for its benchmark, the NSE Multi Asset Index 2. It managed ₹4.15 crore across its clients.
Key numbers
- AUM
- ₹4.15 Cr
- Benchmark
- NSE Multi Asset Index 2
- Turnover, past year
- 0.36×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 2 | Difference |
|---|---|---|---|
| 1 month | −4.35% | −2.85% | −1.50% |
| 3 months | −3.97% | −1.23% | −2.74% |
| 6 months | +10.07% | +6.24% | +3.83% |
| 1 year | +2.55% | +2.21% | +0.34% |
| 2 years | +2.50% | +2.37% | +0.13% |
| 3 years | +7.06% | +9.55% | −2.49% |
| Since inception | +6.57% | +9.41% | −2.84% |
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 equity58.65%₹2.44 Cr
- Mutual funds36.51%₹1.52 Cr
- Cash and other4.84%₹0.20 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.05 Cr
- Outflow, Sep 2026
- ₹1.14 Cr
- Net, Sep 2026
- −₹1.09 Cr
- Net, FY to date
- −₹8.23 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.36×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Purnartha One Strategy returned?
2.55% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.35%; 3 months: −3.97%; 6 months: 10.07%; 1 year: 2.55%; 2 years: 2.50%; 3 years: 7.06%; Since inception: 6.57%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 2, returned 2.21% over the year, so the strategy was 0.34 percentage points ahead.
How much does Purnartha One Strategy manage?
₹4.15 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 One 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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