- Manager
- Wealth First Portfolio Managers
- Service
- Discretionary
- Asset class
- Equity
Wealth First Nifty 100 Index
−7.86%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Wealth First Portfolio Managers’ Wealth First Nifty 100 Index returned −7.86% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹12.86 crore across its clients.
Key numbers
- AUM
- ₹12.86 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 2.11×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.89% | −6.03% | +0.14% |
| 3 months | −4.26% | −4.91% | +0.65% |
| 6 months | +3.63% | +2.13% | +1.50% |
| 1 year | −7.86% | −7.09% | −0.77% |
| Since inception | −7.44% | −7.85% | +0.41% |
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 equity98.37%₹12.65 Cr
- Cash and other1.63%₹0.21 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹7.09 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 2.11×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Wealth First Nifty 100 Index returned?
−7.86% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.89%; 3 months: −4.26%; 6 months: 3.63%; 1 year: −7.86%; Since inception: −7.44%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 0.77 percentage points behind.
How much does Wealth First Nifty 100 Index manage?
₹12.86 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 First Nifty 100 Index?
Wealth First Portfolio Managers, a SEBI-registered portfolio manager (INP000006332), 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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