- Manager
- Rbsa Investment Manager
- Service
- Discretionary
- Asset class
- Equity
Serenity Wealth
−5.13%
1-year return
Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026
Rbsa Investment Manager’s Serenity Wealth returned −5.13% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹14.35 crore across its clients.
Key numbers
- AUM
- ₹14.35 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 0.87×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | −5.01% | −5.57% | +0.56% |
| 3 months | −2.47% | −3.59% | +1.12% |
| 6 months | +24.37% | +8.07% | +16.30% |
| 1 year | −5.13% | −2.33% | −2.80% |
| 2 years | −12.06% | −3.93% | −8.13% |
| 3 years | +0.65% | +9.20% | −8.55% |
| Since inception | +0.91% | +9.76% | −8.85% |
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.
Portfolio mix
- Listed equity85.30%₹12.24 Cr
- Mutual funds11.29%₹1.62 Cr
- Cash and other3.41%₹0.49 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.70 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹1.70 Cr
- Net, FY to date
- ₹5.30 Cr
- Turnover, month
- 0.20×
- Turnover, past year
- 0.87×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Serenity Wealth returned?
−5.13% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.01%; 3 months: −2.47%; 6 months: 24.37%; 1 year: −5.13%; 2 years: −12.06%; 3 years: 0.65%; Since inception: 0.91%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 2.80 percentage points behind.
How much does Serenity Wealth manage?
₹14.35 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 Serenity Wealth?
Rbsa Investment Manager, a SEBI-registered portfolio manager (INP000008048), 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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