- Manager
- Sharekhan
- Service
- Discretionary
- Asset class
- Equity
Diversified Equity
+0.93%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Sharekhan’s Diversified Equity returned 0.93% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹4.69 crore across its clients.
Key numbers
- AUM
- ₹4.69 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 1.53×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.26% | −5.57% | +0.31% |
| 3 months | −1.91% | −3.59% | +1.68% |
| 6 months | +8.51% | +8.07% | +0.44% |
| 1 year | +0.93% | −2.33% | +3.26% |
| 2 years | −4.81% | −3.93% | −0.88% |
| 3 years | +6.42% | +9.20% | −2.78% |
| 4 years | +9.80% | +11.21% | −1.41% |
| 5 years | +6.47% | +8.90% | −2.43% |
| Since inception | −4.06% | +14.38% | −18.44% |
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 equity98.64%₹4.63 Cr
- Cash and other1.31%₹0.06 Cr
- Mutual funds0.05%₹0 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.09 Cr
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- ₹0.07 Cr
- Net, FY to date
- ₹0.07 Cr
- Turnover, month
- 0.23×
- Turnover, past year
- 1.53×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Diversified Equity returned?
0.93% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.26%; 3 months: −1.91%; 6 months: 8.51%; 1 year: 0.93%; 2 years: −4.81%; 3 years: 6.42%; 4 years: 9.80%; 5 years: 6.47%; Since inception: −4.06%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 TRI, returned −2.33% over the year, so the strategy was 3.26 percentage points ahead.
How much does Diversified Equity manage?
₹4.69 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 Diversified Equity?
Sharekhan, a SEBI-registered portfolio manager (INP000005786), 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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