- Manager
- Purnartha Investment Advisers
- Service
- Discretionary
- Asset class
- Equity
Purnartha Vision Strategy formerly known as Focused Equity
+11.93%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Purnartha Investment Advisers’ Purnartha Vision Strategy formerly known as Focused Equity returned 11.93% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹190 crore across its clients.
Key numbers
- AUM
- ₹190 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.74×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.36% | −5.57% | +2.21% |
| 3 months | −0.03% | −3.59% | +3.56% |
| 6 months | +16.95% | +8.07% | +8.88% |
| 1 year | +11.93% | −2.33% | +14.26% |
| 2 years | −1.15% | −3.93% | +2.78% |
| 3 years | +12.33% | +9.20% | +3.13% |
| 4 years | +11.59% | +11.22% | +0.37% |
| 5 years | +7.79% | +8.91% | −1.12% |
| Since inception | +10.48% | +11.72% | −1.24% |
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 equity67.59%₹128 Cr
- Cash and other16.89%₹32.06 Cr
- Mutual funds15.52%₹29.46 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.29 Cr
- Outflow, Sep 2026
- ₹2.21 Cr
- Net, Sep 2026
- −₹1.92 Cr
- Net, FY to date
- −₹17.60 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.74×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Purnartha Vision Strategy formerly known as Focused Equity returned?
11.93% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.36%; 3 months: −0.03%; 6 months: 16.95%; 1 year: 11.93%; 2 years: −1.15%; 3 years: 12.33%; 4 years: 11.59%; 5 years: 7.79%; Since inception: 10.48%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 14.26 percentage points ahead.
How much does Purnartha Vision Strategy formerly known as Focused Equity manage?
₹190 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 Vision Strategy formerly known as Focused Equity?
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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