Chona Financial Services Limited • Equity
PMS-2 Q5 is an equity portfolio management service (PMS) strategy run by Chona Financial Services Limited, launched on 21 Feb 2011. As of 30 Sep 2026, it manages ₹2.83 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +6.50% over 1 year, +10.15% over 3 years and +7.33% over 5 years (+13.49% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 4.09 percentage points ahead of its benchmark. Its 3-year return ranks 81st of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹5 Lakhs. The strategy is managed by PARVATHI PALANIAPPAN.
Ranked nearby on 3-year return: Tamohara Investment Managers Pvt Ltd -JRL - Tamohara Rising 20-20 Strategy (+10.32%), Alpha Harvesters (+10.17%), ICICI Prudential PMS Multi-Manager - Thematic Strategy (+10.05%), Ksema Wealth Multicap - India Opportunities Fund (+10.00%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.93% |
| 3 Months | +1.00% |
| 1 Year | +6.50% |
| 3 Years | +10.15% |
| 5 Years | +7.33% |
| Since Inception | +13.49% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callPMS-2 Q5 has a 1-year return of +6.50%, a 3-year return of +10.15%, a 5-year return of +7.33% and +13.49% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, PMS-2 Q5 returned +7.33% against +6.38% for the Nifty 50 TRI, 0.95 percentage points ahead. Over 3 years it returned +10.15% against +6.06%; Over 1 year it returned +6.50% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, PMS-2 Q5's 3-year return of +10.15% ranks 81st as of 30 Sep 2026.
PMS-2 Q5 is managed by PARVATHI PALANIAPPAN at Chona Financial Services. The strategy manages ₹2.83 Cr of client assets as of 30 Sep 2026.
PMS-2 Q5 manages ₹2.83 Cr of client assets as of 30 Sep 2026.
The minimum investment for PMS-2 Q5 is ₹5 Lakhs.
PMS-2 Q5 was launched on 21 Feb 2011. It has a 15-year track record.
Description
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