- Manager
- Sykes and Ray Equities India
- Service
- Discretionary
- Asset class
- Equity
Plantrich Heritage Value PMS
₹4.30 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Sykes and Ray Equities India’s Plantrich Heritage Value PMS managed ₹4.30 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹4.30 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.05% | −5.57% | +2.52% |
| 3 months | −0.43% | −3.59% | +3.16% |
| 6 months | −0.27% | +8.07% | −8.34% |
| Since inception | −0.70% | +1.33% | −2.03% |
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 equity54.88%₹2.36 Cr
- Cash and other30.47%₹1.31 Cr
- Mutual funds14.65%₹0.63 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.50 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.50 Cr
- Net, FY to date
- ₹3.34 Cr
- Turnover, month
- 0.15×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Plantrich Heritage Value PMS returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.05%; 3 months: −0.43%; 6 months: −0.27%; Since inception: −0.70%.
How much does Plantrich Heritage Value PMS manage?
₹4.30 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 Plantrich Heritage Value PMS?
Sykes and Ray Equities India, a SEBI-registered portfolio manager (INP000005795), 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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