- Manager
- White Stone Financial Advisors
- Service
- Discretionary
- Asset class
- Equity
White Stone ValueEdge Fund
₹85.31 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
White Stone Financial Advisors’ White Stone ValueEdge Fund managed ₹85.31 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹85.31 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −6.28% | −5.57% | −0.71% |
| 3 months | −5.26% | −3.59% | −1.67% |
| 6 months | +15.49% | +8.07% | +7.42% |
| Since inception | −15.47% | −6.80% | −8.67% |
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 equity95.80%₹81.73 Cr
- Cash and other2.19%₹1.87 Cr
- Mutual funds1.99%₹1.70 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.80 Cr
- Outflow, Sep 2026
- ₹0.54 Cr
- Net, Sep 2026
- ₹0.26 Cr
- Net, FY to date
- ₹8.42 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has White Stone ValueEdge Fund returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.28%; 3 months: −5.26%; 6 months: 15.49%; Since inception: −15.47%.
How much does White Stone ValueEdge Fund manage?
₹85.31 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 White Stone ValueEdge Fund?
White Stone Financial Advisors, a SEBI-registered portfolio manager (INP000009533), 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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