Reliance Wealth Management Limited • Equity
Value is an equity portfolio management service (PMS) strategy run by Reliance Wealth Management Limited, launched on 15 Jan 2008. As of 30 Sep 2026, it is benchmarked against the BSE 500 TRI. Its reported trailing returns are +15.03% over 1 year, +14.85% over 3 years and +12.57% over 5 years (+15.28% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 5.65 percentage points ahead of its benchmark. Its 3-year return ranks 117th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Shubam k Guptaa.
Ranked nearby on 3-year return: Unique (+15.02%), ICICI Prudential PMS SMART Strategy (+14.91%), Incredible India (+14.82%), EIML Capital (+14.77%).
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 |
|---|---|
| 3 Months | +15.53% |
| 1 Year | +15.03% |
| 3 Years | +14.85% |
| 5 Years | +12.57% |
| Since Inception | +15.28% |
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 callValue has a 1-year return of +15.03%, a 3-year return of +14.85%, a 5-year return of +12.57% and +15.28% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Value returned +12.57% against +8.91% for the BSE 500 TRI, 3.66 percentage points ahead. Over 3 years it returned +14.85% against +9.20%; Over 1 year it returned +15.03% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Value's 3-year return of +14.85% ranks 117th as of 30 Sep 2026.
Value is managed by Shubam k Guptaa at Reliance Wealth Management.
The minimum investment for Value is ₹50 Lakhs.
Value was launched on 15 Jan 2008. It has an 18-year track record.
Description
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