Manager
Samvitti Capital
Service
Discretionary
Asset class
Equity

Pmslong

+22.01%

1-year return

Benchmark BSE500TRI −2.33% · to 30 Sep 2026

Samvitti Capital’s Pmslong returned 22.01% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹274 crore across its clients.

Key numbers

AUM
₹274 Cr
Benchmark
BSE500TRI
Turnover, past year
1.06×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Pmslong returns against the BSE500TRI
PeriodThis strategyBSE500TRIDifference
1 month−4.11%−5.57%+1.47%
3 months+4.90%−3.59%+8.49%
6 months+32.06%+8.07%+23.99%
1 year+22.01%−2.33%+24.34%
2 years+9.80%−3.93%+13.73%
3 years+14.69%+9.20%+5.49%
4 years+17.35%+11.22%+6.13%
5 years+14.23%+8.91%+5.33%
Since inception+16.24%+12.93%+3.31%

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 equity100.01%
  • Unlisted equity0.00%

Flows and turnover

Inflow, Sep 2026
₹3.79 Cr
Outflow, Sep 2026
₹0.35 Cr
Net, Sep 2026
₹3.44 Cr
Net, FY to date
₹20.77 Cr
Turnover, month
0.06×
Turnover, past year
1.06×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Pmslong returned?

22.01% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.11%; 3 months: 4.90%; 6 months: 32.06%; 1 year: 22.01%; 2 years: 9.80%; 3 years: 14.69%; 4 years: 17.35%; 5 years: 14.23%; Since inception: 16.24%.

How has it done against its benchmark?

Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 24.34 percentage points ahead.

How much does Pmslong manage?

₹274 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 Pmslong?

Samvitti Capital, a SEBI-registered portfolio manager (INP000004847), 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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