Manager
Windmill Capital
Service
Discretionary
Asset class
Equity

Value and Momentum

₹0.10 Cr

Assets under management

Reported to SEBI · 30 Sep 2026

Windmill Capital’s Value and Momentum managed ₹0.10 crore across its clients at 30 Sep 2026.

Key numbers

AUM
₹0.10 Cr
Benchmark
Nifty 50
Turnover, past year
0.00×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Value and Momentum returns against the Nifty 50
PeriodThis strategyNifty 50Difference
Since inception−0.87%−4.29%+3.42%

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 equity97.19%
  • Cash and other2.81%

Flows and turnover

Inflow, Sep 2026
₹0.10 Cr
Outflow, Sep 2026
₹0
Net, Sep 2026
₹0.10 Cr
Net, FY to date
₹0.10 Cr
Turnover, month
0.00×
Turnover, past year
0.00×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Value and Momentum returned?

As reported for 30 Sep 2026, time-weighted as reported to SEBI. Since inception: −0.87%.

How much does Value and Momentum manage?

₹0.10 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 Value and Momentum?

Windmill Capital, a SEBI-registered portfolio manager (INP000009852), 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 disclaimer

See how a PMS fits your plan

Armor checks every holding against your goals, risk and timeline.

Get the app