- Manager
- R. Wadiwala Securities
- Service
- Discretionary
- Asset class
- Equity
R Wadiwala Ethical Portfolio - PMS-Ethical PMS
−9.28%
1-year return
Benchmark BSE 500 TRI −3.22% · to 30 Sep 2026
R. Wadiwala Securities’ R Wadiwala Ethical Portfolio - PMS-Ethical PMS returned −9.28% over the year to 30 Sep 2026, against −3.22% for its benchmark, the BSE 500 TRI. It managed ₹12.97 crore across its clients.
Key numbers
- AUM
- ₹12.97 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.67×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −8.15% | −5.60% | −2.54% |
| 3 months | −2.47% | −4.98% | +2.51% |
| 6 months | +7.02% | +4.02% | +3.01% |
| 1 year | −9.28% | −3.22% | −6.06% |
| 2 years | −9.41% | −4.91% | −4.50% |
| 3 years | +5.89% | +8.02% | −2.13% |
| 4 years | +8.99% | +9.95% | −0.96% |
| 5 years | +8.41% | +7.62% | +0.79% |
| Since inception | +12.18% | +12.38% | −0.20% |
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
- 0.23×
- Turnover, past year
- 0.67×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has R Wadiwala Ethical Portfolio - PMS-Ethical PMS returned?
−9.28% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −8.15%; 3 months: −2.47%; 6 months: 7.02%; 1 year: −9.28%; 2 years: −9.41%; 3 years: 5.89%; 4 years: 8.99%; 5 years: 8.41%; Since inception: 12.18%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −3.22% over the year, so the strategy was 6.06 percentage points behind.
How much does R Wadiwala Ethical Portfolio - PMS-Ethical PMS manage?
₹12.97 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 Ethical Portfolio - PMS-Ethical PMS?
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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