- Manager
- R. Wadiwala Securities
- Service
- Discretionary
- Asset class
- Equity
R. Wadiwala Agile PE Ratio Portfolio-Master
−12.37%
1-year return
Benchmark BSE 500 TRI −3.22% · to 30 Sep 2026
R. Wadiwala Securities’ R. Wadiwala Agile PE Ratio Portfolio-Master returned −12.37% over the year to 30 Sep 2026, against −3.22% for its benchmark, the BSE 500 TRI. It managed ₹3.50 crore across its clients.
Key numbers
- AUM
- ₹3.50 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.29×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −6.43% | −5.60% | −0.83% |
| 3 months | −5.09% | −4.98% | −0.11% |
| 6 months | −0.46% | +4.02% | −4.47% |
| 1 year | −12.37% | −3.22% | −9.15% |
| 2 years | −16.20% | −4.91% | −11.29% |
| 3 years | +8.48% | +8.02% | +0.46% |
| 4 years | +9.81% | +9.95% | −0.14% |
| 5 years | +5.85% | +7.62% | −1.77% |
| Since inception | +9.61% | +12.46% | −2.85% |
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.
Flows and turnover
- Inflow, Sep 2026
- —
- Outflow, Sep 2026
- —
- Net, Sep 2026
- —
- Net, FY to date
- —
- Turnover, month
- 0.00×
- Turnover, past year
- 1.29×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has R. Wadiwala Agile PE Ratio Portfolio-Master returned?
−12.37% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.43%; 3 months: −5.09%; 6 months: −0.46%; 1 year: −12.37%; 2 years: −16.20%; 3 years: 8.48%; 4 years: 9.81%; 5 years: 5.85%; Since inception: 9.61%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −3.22% over the year, so the strategy was 9.15 percentage points behind.
How much does R. Wadiwala Agile PE Ratio Portfolio-Master manage?
₹3.50 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 R. Wadiwala Agile PE Ratio Portfolio-Master?
R. Wadiwala Securities, a SEBI-registered portfolio manager (INP000004045), 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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