Basant Maheshwari Wealth Advisers PMS strategies
Basant Maheshwari Wealth Advisers runs 2 portfolio management strategies listed with APMI, managing โน217 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 |
|---|---|---|---|---|---|---|---|---|
| BMW Multi Cap Fund | Equity | Basant Maheshwari | โน193 Cr | -1.63% | -10.83 pts | 2% fixed or 20% of profits over 12% | โน50 Lakhs | Sep 2026 |
| BM Legacy Builders | Equity | Basant Maheshwari | โน23.79 Cr | โ | โ | โ | โน50 Lakhs | Sep 2026 |
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. "โ" means the figure isn't reported. Past returns don't predict future returns.
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