- Manager
- Shriram Financial Services
- Service
- Discretionary
- Asset class
- Equity
Wealth Focus Axis
−5.57%
1-year return
Benchmark S and P CNX Nifty −8.09% · to 30 Sep 2026
Shriram Financial Services’ Wealth Focus Axis returned −5.57% over the year to 30 Sep 2026, against −8.09% for its benchmark, the S and P CNX Nifty. It managed ₹5.90 crore across its clients.
Key numbers
- AUM
- ₹5.90 Cr
- Benchmark
- S and P CNX Nifty
- Turnover, past year
- 1.81×
- 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 | −7.20% | −6.06% | −1.14% |
| 3 months | −3.50% | −5.22% | +1.72% |
| 6 months | +2.10% | +1.29% | +0.81% |
| 1 year | −5.57% | −8.09% | +2.52% |
| 2 years | −3.62% | −6.38% | +2.76% |
| 3 years | +10.43% | +4.82% | +5.61% |
| 4 years | +10.60% | +7.25% | +3.35% |
| 5 years | +7.61% | +5.12% | +2.49% |
| Since inception | +9.59% | +10.40% | −0.81% |
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
- 1.81×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Wealth Focus Axis returned?
−5.57% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.20%; 3 months: −3.50%; 6 months: 2.10%; 1 year: −5.57%; 2 years: −3.62%; 3 years: 10.43%; 4 years: 10.60%; 5 years: 7.61%; Since inception: 9.59%.
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 2.52 percentage points ahead.
How much does Wealth Focus Axis manage?
₹5.90 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 Focus Axis?
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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