- Manager
- Zen Wealth Management Services
- Service
- Discretionary
- Asset class
- Equity
Focused Strategy
+30.17%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Zen Wealth Management Services’ Focused Strategy returned 30.17% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹55.13 crore across its clients.
Key numbers
- AUM
- ₹55.13 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 1.66×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −2.88% | −5.57% | +2.69% |
| 3 months | +5.26% | −3.59% | +8.85% |
| 6 months | +36.69% | +8.07% | +28.62% |
| 1 year | +30.17% | −2.33% | +32.50% |
| 2 years | +13.37% | −3.93% | +17.30% |
| Since inception | +12.66% | −1.10% | +13.76% |
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 equity81.53%₹44.95 Cr
- Cash and other16.78%₹9.25 Cr
- Mutual funds1.69%₹0.93 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹7 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹7 Cr
- Net, FY to date
- ₹25.95 Cr
- Turnover, month
- 0.13×
- Turnover, past year
- 1.66×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Focused Strategy returned?
30.17% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.88%; 3 months: 5.26%; 6 months: 36.69%; 1 year: 30.17%; 2 years: 13.37%; Since inception: 12.66%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 32.50 percentage points ahead.
How much does Focused Strategy manage?
₹55.13 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 Focused 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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