- Manager
- T.Ram Financial Services
- Service
- Discretionary
- Asset class
- Equity
Bluechip
−9.68%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
T.Ram Financial Services’ Bluechip returned −9.68% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹257 crore across its clients.
Key numbers
- AUM
- ₹257 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.22×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.59% | −6.03% | +0.44% |
| 3 months | −3.20% | −4.91% | +1.71% |
| 6 months | +3.61% | +2.13% | +1.48% |
| 1 year | −9.68% | −7.09% | −2.59% |
| 2 years | −9.18% | −5.29% | −3.89% |
| 3 years | +3.99% | +6.06% | −2.07% |
| 4 years | +6.77% | +8.48% | −1.71% |
| 5 years | +4.65% | +6.38% | −1.73% |
| Since inception | +7.98% | +10.09% | −2.11% |
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
- ₹0.29 Cr
- Outflow, Sep 2026
- ₹5.68 Cr
- Net, Sep 2026
- −₹5.40 Cr
- Net, FY to date
- ₹11.79 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.22×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bluechip returned?
−9.68% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.59%; 3 months: −3.20%; 6 months: 3.61%; 1 year: −9.68%; 2 years: −9.18%; 3 years: 3.99%; 4 years: 6.77%; 5 years: 4.65%; Since inception: 7.98%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 2.59 percentage points behind.
How much does Bluechip manage?
₹257 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 Bluechip?
T.Ram Financial Services, a SEBI-registered portfolio manager (INP000006068), 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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