- Manager
- Reliance Wealth Management
- Service
- Discretionary
- Asset class
- Equity
Valuescheme
+15.03%
1-year return
Benchmark S and PBSE500TR −2.33% · to 30 Sep 2026
Reliance Wealth Management’s Valuescheme returned 15.03% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and PBSE500TR. It managed ₹0 across its clients.
Key numbers
- AUM
- ₹0
- Benchmark
- S and PBSE500TR
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and PBSE500TR | Difference |
|---|---|---|---|
| 1 month | — | −5.57% | — |
| 3 months | +15.53% | −3.59% | +19.12% |
| 6 months | +20.92% | +8.07% | +12.85% |
| 1 year | +15.03% | −2.33% | +17.36% |
| 2 years | +7.51% | −3.93% | +11.44% |
| 3 years | +14.85% | +9.20% | +5.65% |
| 4 years | +15.74% | +11.22% | +4.52% |
| 5 years | +12.57% | +8.91% | +3.66% |
| Since inception | +15.28% | +12.76% | +2.52% |
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
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.70 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Valuescheme returned?
15.03% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 3 months: 15.53%; 6 months: 20.92%; 1 year: 15.03%; 2 years: 7.51%; 3 years: 14.85%; 4 years: 15.74%; 5 years: 12.57%; Since inception: 15.28%.
How has it done against its benchmark?
Its benchmark, the S and PBSE500TR, returned −2.33% over the year, so the strategy was 17.36 percentage points ahead.
How much does Valuescheme manage?
₹0 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 Valuescheme?
Reliance Wealth Management, a SEBI-registered portfolio manager (INP000002353), 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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