- Manager
- Vivekam Financial Services
- Service
- Discretionary
- Asset class
- Equity
Vivekam Hybrid
₹241 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Vivekam Financial Services’ Vivekam Hybrid managed ₹241 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹241 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.03% | −6.03% | +1.00% |
| 3 months | −1.94% | −4.91% | +2.97% |
| 6 months | +13.08% | +2.13% | +10.95% |
| Since inception | +8.75% | −0.46% | +9.21% |
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 equity99.06%₹239 Cr
- Cash and other0.94%₹2.27 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹19.90 Cr
- Outflow, Sep 2026
- ₹0.06 Cr
- Net, Sep 2026
- ₹19.84 Cr
- Net, FY to date
- ₹255 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Vivekam Hybrid returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.03%; 3 months: −1.94%; 6 months: 13.08%; Since inception: 8.75%.
How much does Vivekam Hybrid manage?
₹241 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 Vivekam Hybrid?
Vivekam Financial Services, a SEBI-registered portfolio manager (INP000009481), 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app