- Manager
- Trust Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Chanakya Wealth Creation Plan
+0.10%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Trust Investment Advisors’ Chanakya Wealth Creation Plan returned 0.10% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹788 crore across its clients.
Key numbers
- AUM
- ₹788 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.48×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −2.63% | −6.03% | +3.40% |
| 3 months | +5.73% | −4.91% | +10.64% |
| 6 months | +29.94% | +2.13% | +27.81% |
| 1 year | +0.10% | −7.09% | +7.19% |
| 2 years | −5.27% | −5.29% | +0.02% |
| 3 years | +3.52% | +6.06% | −2.54% |
| 4 years | +5.74% | +8.48% | −2.74% |
| 5 years | +2.07% | +6.38% | −4.31% |
| Since inception | +13.62% | +10.12% | +3.50% |
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 equity95.00%₹749 Cr
- Cash and other4.99%₹39.36 Cr
- Mutual funds0.01%₹0.08 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.10 Cr
- Outflow, Sep 2026
- ₹8.75 Cr
- Net, Sep 2026
- −₹7.65 Cr
- Net, FY to date
- ₹6.17 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.48×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Chanakya Wealth Creation Plan returned?
0.10% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.63%; 3 months: 5.73%; 6 months: 29.94%; 1 year: 0.10%; 2 years: −5.27%; 3 years: 3.52%; 4 years: 5.74%; 5 years: 2.07%; Since inception: 13.62%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 7.19 percentage points ahead.
How much does Chanakya Wealth Creation Plan manage?
₹788 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 Chanakya Wealth Creation Plan?
Trust Investment Advisors, a SEBI-registered portfolio manager (INP000001843), 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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