Latent Advisors PMS strategies
Latent Advisors runs 4 portfolio management strategies listed with APMI, managing ₹180 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 |
|---|---|---|---|---|---|---|---|---|
| Latent Equity Growth | Equity | Bhavin Shah | ₹131 Cr | — | — | 0.5% fixed or 20% of profits over 7% | ₹50 Lakhs | Aug 2026 |
| Latent Multi Asset Scheme | Multi Asset | — | ₹44.33 Cr | — | — | — | ₹50 Lakhs | — |
| Latent Advisors LLP Wealth Trek Strategy | Multi Asset | — | ₹3.19 Cr | — | — | — | ₹50 Lakhs | — |
| Latent Cash Management Scheme | Multi Asset | — | ₹1.7 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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