Chona Financial Services Limited • Equity
PMS-3 Q5 is an equity portfolio management service (PMS) strategy run by Chona Financial Services Limited, launched on 1 Apr 2007. As of 30 Sep 2026, it manages ₹25.28 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -6.36% over 1 year, +7.16% over 3 years and +7.74% over 5 years (+11.32% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 1.10 percentage points ahead of its benchmark. Its 3-year return ranks 130th 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: Renaissance Opportunities Portfolio (+7.17%), ASK Financial Opportunities Portfolio (+7.16%), Customised Portfolio Approach 6 (+7.04%), I-Sec Multifactor Portfolio (+7.03%).
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 | -5.88% |
| 3 Months | -5.75% |
| 1 Year | -6.36% |
| 3 Years | +7.16% |
| 5 Years | +7.74% |
| Since Inception | +11.32% |
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-3 Q5 has a 1-year return of -6.36%, a 3-year return of +7.16%, a 5-year return of +7.74% and +11.32% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, PMS-3 Q5 returned +7.74% against +6.38% for the Nifty 50 TRI, 1.36 percentage points ahead. Over 3 years it returned +7.16% against +6.06%; Over 1 year it returned -6.36% 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-3 Q5's 3-year return of +7.16% ranks 130th as of 30 Sep 2026.
PMS-3 Q5 is managed by PARVATHI PALANIAPPAN at Chona Financial Services. The strategy manages ₹25.28 Cr of client assets as of 30 Sep 2026.
PMS-3 Q5 manages ₹25.28 Cr of client assets as of 30 Sep 2026.
The minimum investment for PMS-3 Q5 is ₹5 Lakhs.
PMS-3 Q5 was launched on 1 Apr 2007. It has a 19-year track record.
Description
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