- Manager
- Savvy Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Savvy Default
+16.79%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Savvy Capital Advisors’ Savvy Default returned 16.79% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹938 crore across its clients.
Key numbers
- AUM
- ₹938 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.37×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.82% | −5.57% | +1.75% |
| 3 months | +5.74% | −3.59% | +9.33% |
| 6 months | +57.26% | +8.07% | +49.19% |
| 1 year | +16.79% | −2.33% | +19.12% |
| 2 years | −0.10% | −3.93% | +3.83% |
| 3 years | +17.18% | +9.21% | +7.97% |
| 4 years | +29.50% | +11.22% | +18.28% |
| 5 years | +20.64% | +8.91% | +11.73% |
| Since inception | +24.09% | +12.59% | +11.50% |
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 equity95.25%₹893 Cr
- Unlisted equity2.74%₹25.72 Cr
- Cash and other1.81%₹16.97 Cr
- Mutual funds0.20%₹1.86 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹22.88 Cr
- Outflow, Sep 2026
- ₹6.29 Cr
- Net, Sep 2026
- ₹16.59 Cr
- Net, FY to date
- ₹16.56 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.37×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Savvy Default returned?
16.79% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.82%; 3 months: 5.74%; 6 months: 57.26%; 1 year: 16.79%; 2 years: −0.10%; 3 years: 17.18%; 4 years: 29.50%; 5 years: 20.64%; Since inception: 24.09%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 19.12 percentage points ahead.
How much does Savvy Default manage?
₹938 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 Savvy Default?
Savvy Capital Advisors, a SEBI-registered portfolio manager (INP000005331), 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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