- Manager
- Wealthbridge Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Discretionary Equity focused Portfolio
+11.86%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Wealthbridge Capital Advisors’ Discretionary Equity focused Portfolio returned 11.86% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹74.50 crore across its clients.
Key numbers
- AUM
- ₹74.50 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.68×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.01% | −5.57% | +2.56% |
| 3 months | +3.07% | −3.59% | +6.66% |
| 6 months | +33.00% | +8.07% | +24.93% |
| 1 year | +11.86% | −2.33% | +14.19% |
| 2 years | +2.23% | −3.93% | +6.16% |
| 3 years | +3.64% | +9.21% | −5.57% |
| 4 years | +18.74% | +11.22% | +7.52% |
| 5 years | +17.11% | +8.91% | +8.20% |
| Since inception | +14.29% | +13.35% | +0.94% |
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 equity82.91%₹61.77 Cr
- Mutual funds15.42%₹11.49 Cr
- Cash and other1.66%₹1.24 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹4.23 Cr
- Net, Sep 2026
- −₹4.23 Cr
- Net, FY to date
- −₹21.53 Cr
- Turnover, month
- 0.14×
- Turnover, past year
- 0.68×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Discretionary Equity focused Portfolio returned?
11.86% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.01%; 3 months: 3.07%; 6 months: 33.00%; 1 year: 11.86%; 2 years: 2.23%; 3 years: 3.64%; 4 years: 18.74%; 5 years: 17.11%; Since inception: 14.29%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 14.19 percentage points ahead.
How much does Discretionary Equity focused Portfolio manage?
₹74.50 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 Discretionary Equity focused Portfolio?
Wealthbridge Capital Advisors, a SEBI-registered portfolio manager (INP000005240), 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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