Avendus Wealth Management PMS strategies
Avendus Wealth Management runs 2 portfolio management strategies listed with APMI, managing ₹136 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Halo DPMS | Equity | Shravan Sreenivasula | ₹115 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Prism | Multi Asset | — | ₹21.87 Cr | — | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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