- Manager
- Wealth India Financial Services
- Service
- Discretionary
- Asset class
- Equity
Funds India Dynamo Strategy
−4.28%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Wealth India Financial Services’ Funds India Dynamo Strategy returned −4.28% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹52.97 crore across its clients.
Key numbers
- AUM
- ₹52.97 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.66×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.95% | −5.57% | −0.38% |
| 3 months | −3.90% | −3.59% | −0.31% |
| 6 months | +6.69% | +8.07% | −1.38% |
| 1 year | −4.28% | −2.33% | −1.95% |
| Since inception | −4.27% | −2.20% | −2.07% |
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
- Mutual funds97.92%₹51.87 Cr
- Cash and other2.08%₹1.10 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.95 Cr
- Outflow, Sep 2026
- ₹0.47 Cr
- Net, Sep 2026
- ₹0.48 Cr
- Net, FY to date
- ₹14.98 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 1.66×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Funds India Dynamo Strategy returned?
−4.28% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.95%; 3 months: −3.90%; 6 months: 6.69%; 1 year: −4.28%; Since inception: −4.27%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 1.95 percentage points behind.
How much does Funds India Dynamo Strategy manage?
₹52.97 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 Funds India Dynamo Strategy?
Wealth India Financial Services, a SEBI-registered portfolio manager (INP000009393), 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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