- Manager
- Shriram Financial Services
- Service
- Discretionary
- Asset class
- Equity
Wealth Flexi Fund
−99.39%
1-year return
Benchmark S and P CNX Nifty −8.09% · to 30 Sep 2026
Shriram Financial Services’ Wealth Flexi Fund returned −99.39% over the year to 30 Sep 2026, against −8.09% for its benchmark, the S and P CNX Nifty. It managed ₹0.02 crore across its clients.
Key numbers
- AUM
- ₹0.02 Cr
- Benchmark
- S and P CNX Nifty
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P CNX Nifty | Difference |
|---|---|---|---|
| 1 month | −6.91% | −6.06% | −0.85% |
| 3 months | −99.44% | −5.22% | −94.22% |
| 6 months | −99.43% | +1.29% | −100.72% |
| 1 year | −99.39% | −8.09% | −91.30% |
| 2 years | −92.15% | −6.38% | −85.77% |
| 3 years | −80.60% | +4.82% | −85.42% |
| 4 years | −70.19% | +7.25% | −77.44% |
| 5 years | −62.37% | +5.12% | −67.49% |
| Since inception | −100.00% | +12.15% | −112.15% |
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
- —
- Outflow, Sep 2026
- —
- Net, Sep 2026
- —
- Net, FY to date
- —
- 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 Wealth Flexi Fund returned?
−99.39% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.91%; 3 months: −99.44%; 6 months: −99.43%; 1 year: −99.39%; 2 years: −92.15%; 3 years: −80.60%; 4 years: −70.19%; 5 years: −62.37%; Since inception: −100.00%.
How has it done against its benchmark?
Its benchmark, the S and P CNX Nifty, returned −8.09% over the year, so the strategy was 91.30 percentage points behind.
How much does Wealth Flexi Fund manage?
₹0.02 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 Wealth Flexi Fund?
Shriram Financial Services, a SEBI-registered portfolio manager (INP000000829), 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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