- Manager
- Purnartha Investment Advisers
- Service
- Discretionary
- Asset class
- Equity
Purnartha Pratham Strategy formerly known as Long Term Equity with Concentrated Portfolio
+14.93%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Purnartha Investment Advisers’ Purnartha Pratham Strategy formerly known as Long Term Equity with Concentrated Portfolio returned 14.93% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹1,597 crore across its clients.
Key numbers
- AUM
- ₹1,597 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.82×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.22% | −5.57% | +2.35% |
| 3 months | +0.73% | −3.59% | +4.32% |
| 6 months | +16.42% | +8.07% | +8.35% |
| 1 year | +14.93% | −2.33% | +17.26% |
| 2 years | −1.06% | −3.93% | +2.87% |
| 3 years | +12.54% | +9.20% | +3.34% |
| 4 years | +12.36% | +11.22% | +1.14% |
| 5 years | +8.39% | +8.91% | −0.52% |
| Since inception | +11.71% | +15.79% | −4.08% |
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 equity65.97%₹1,053 Cr
- Cash and other17.73%₹283 Cr
- Mutual funds16.30%₹260 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹12.50 Cr
- Outflow, Sep 2026
- ₹34.98 Cr
- Net, Sep 2026
- −₹22.48 Cr
- Net, FY to date
- −₹155 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.82×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Purnartha Pratham Strategy formerly known as Long Term Equity with Concentrated Portfolio returned?
14.93% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.22%; 3 months: 0.73%; 6 months: 16.42%; 1 year: 14.93%; 2 years: −1.06%; 3 years: 12.54%; 4 years: 12.36%; 5 years: 8.39%; Since inception: 11.71%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 17.26 percentage points ahead.
How much does Purnartha Pratham Strategy formerly known as Long Term Equity with Concentrated Portfolio manage?
₹1,597 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 Pratham Strategy formerly known as Long Term Equity with Concentrated Portfolio?
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app