- Manager
- Zen Wealth Management Services
- Service
- Discretionary
- Asset class
- Equity
Emerging Opportunities Strategy
+5.54%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Zen Wealth Management Services’ Emerging Opportunities Strategy returned 5.54% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹191 crore across its clients.
Key numbers
- AUM
- ₹191 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.48×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −3.66% | −5.57% | +1.91% |
| 3 months | +1.86% | −3.59% | +5.45% |
| 6 months | +23.96% | +8.07% | +15.89% |
| 1 year | +5.54% | −2.33% | +7.87% |
| 2 years | +2.61% | −3.93% | +6.54% |
| 3 years | +12.57% | +9.20% | +3.37% |
| 4 years | +22.93% | +11.22% | +11.71% |
| 5 years | +22.02% | +8.91% | +13.11% |
| Since inception | +36.11% | +14.84% | +21.27% |
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 equity88.05%₹168 Cr
- Cash and other6.10%₹11.66 Cr
- Mutual funds5.85%₹11.17 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.15 Cr
- Outflow, Sep 2026
- ₹0.03 Cr
- Net, Sep 2026
- ₹0.12 Cr
- Net, FY to date
- ₹6.40 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.48×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Emerging Opportunities Strategy returned?
5.54% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.66%; 3 months: 1.86%; 6 months: 23.96%; 1 year: 5.54%; 2 years: 2.61%; 3 years: 12.57%; 4 years: 22.93%; 5 years: 22.02%; Since inception: 36.11%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 7.87 percentage points ahead.
How much does Emerging Opportunities Strategy manage?
₹191 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 Emerging Opportunities Strategy?
Zen Wealth Management Services, a SEBI-registered portfolio manager (INP000000936), 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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