JMSPL PMS vs BSE 500 TRI (Benchmark)
CAGR Returns (%) – As on 30th September 2025
Janak Merchant Securities PMS: 1 Year: (3)%, 3 Year: 31%, 5 Year: 39%, 7 Year: 25%, 10
Year: 22%, Since Inception: 20%
BSE 500 TRI (Benchmark): 1 Year: (6)%, 3 Year: 16%, 5 Year: 21%, 7 Year: 15%, 10 Year:
14%, Since Inception: 15%
JMSPL PMS vs BSE 500 TRI (Benchmark)
Absolute Returns (%) – As on 30th September 2025
Janak Merchant Securities PMS: 1 Year: (3)%, 3 Year: 122%, 5 Year: 419%, 7 Year: 376%,
10 Year: 601%, Since Inception: 3751%
BSE 500 TRI (Benchmark): 1 Year: (6)%, 3 Year: 57%, 5 Year: 156%, 7 Year: 170%, 10
Year: 285%, Since Inception: 1441%
Actual Returns – As on 30th September 2025
Janak Merchant Securities PMS: 1 Year: (3), 3 Year: 30.4, 5 Year: 39.0, 7 Year: 25.0, 10
Year: 21.5, 15 Year: 20.8, Since Inception: 19.8
BSE 500 TRI (Benchmark): 1 Year: (5.5), 3 Year: 16.1, 5 Year: 20.7, 7 Year: 15.2, 10 Year:
14.4, 15 Year: 12.0, Since Inception: 14.5
Janak Merchant Securities PMS: 1 Year: (3), 3 Year: 122.0, 5 Year: 418.5, 7 Year: 376.5, 10
Year: 601.3, 15 Year: 1608.3, Since Inception: 3751.3
BSE 500 TRI (Benchmark): 1 Year: (5.5), 3 Year: 56.6, 5 Year: 155.8, 7 Year: 169.6, 10 Year:
285.2, 15 Year: 445.1, Since Inception: 1441.1
Calendar Year wise Returns – As on 30th September 2025
Janak Merchant Securities PMS: 2025: (4.2), 2024: 31.7, 2023: 45.5, 2022: 21.3, 2021:
82.9, 2020: 10.7, 2019: (5.3), 2018: (17.0), 2017: 54.1, 2016: 10.2, 2015: 14.0
BSE 500 TRI (Benchmark): 2025: (2.5), 2024: 15.8, 2023: 26.5, 2022: 4.8, 2021: 31.6, 2020:
18.4, 2019: 9.0, 2018: (1.8), 2017: 37.6, 2016: 5.2, 2015: 0.4
Janak Merchant Securities PMS: 2014: 68.6, 2013: 8.7, 2012: 35.8, 2011: (18.7), 2010: 52.1,
2009: 90.4, 2008: (57.1), 2007: 62.4, 2006: 4.0, 2005: 21.4
BSE 500 TRI (Benchmark): 2014: 38.9, 2013: 4.9, 2012: 33.4, 2011: (26.4), 2010: 17.9,
2009: 92.7, 2008: (57.6), 2007: 63.0, 2006: 38.9, 2005: 29.6
Calendar Year wise Returns – As on 30th September 2025
Janak Merchant Securities PMS: 2025: 4, 2024: 32, 2023: 46, 2022: 21, 2021: 83, 2020: 11,
2019: (5), 2018: (17), 2017: 54, 2016: 10, 2015: 14
BSE 500 TRI (Benchmark): 2025: 3, 2024: 16, 2023: 27, 2022: 5, 2021: 32, 2020: 18, 2019:
9, 2018: (2), 2017: 38, 2016: 5, 2015: 0
Janak Merchant Securities PMS: 2014: 69, 2013: 9, 2012: 36, 2011: (19), 2010: 52, 2009:
90, 2008: (57), 2007: 62, 2006: 4, 2005: 21
BSE 500 TRI (Benchmark): 2014: 39, 2013: 5, 2012: 33, 2011: (26), 2010: 18, 2009: 93,
2008: (58), 2007: 63, 2006: 39, 2005: 30
Disclaimer: The above are actual weighted average returns of all clients, net of all expenses and fees.
Past returns are not indicative of future performance. The portfolio manager does not guarantee any returns. Investors must refer to our Disclosure Document and Disclaimer which can be found in the link at the bottom of this page.
Returns have been audited up to 31st March 2024. Returns have been calculated based on SEBI Portfolio Manager Regulations 2020.
The Securities Exchange Board of India (SEBI) does not certify the accuracy of these returns.Performance related information provided therein is not verified by SEBI.
Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.