Invasset PMS strategies
Invasset runs 3 portfolio management strategies listed with APMI, managing ₹246 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 |
|---|---|---|---|---|---|---|---|---|
| Invasset Growth Fund | Equity | Anirudh Garg | ₹239 Cr | +10.96% | +1.76 pts | — | ₹50 Lakhs | Sep 2026 |
| Invasset Leaders Fund | Equity | Anirudh Garg | ₹6.1 Cr | — | — | See strategy | ₹50 Lakhs | Sep 2026 |
| Invasset Prime Fund | Equity | Anirudh Garg | ₹0.52 Cr | — | — | See strategy | ₹50 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. "—" means the figure isn't reported. Past returns don't predict future returns.
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