LGT Wealth India PMS strategies

LGT Wealth India runs 13 portfolio management strategies listed with APMI, managing โ‚น473 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.

Data month: September 2026 ยท Source: APMI ยท Updated

13 PMS strategies by LGT Wealth India, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
PRIMA - Flexi DebtDebtโ€”โ‚น135 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
PRIMA - Short Term DebtDebtโ€”โ‚น101 Crโ€”โ€”โ€”โ‚น1 Croreโ€”
CurateMulti Assetโ€”โ‚น92.67 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
OptimaEquityChirag Doshiโ‚น57.26 Cr+1.41%-4.65 ptsโ€”โ‚น1 CroreSep 2026
LighthouseEquityChirag Doshiโ‚น53.29 Cr+3.03%-3.03 ptsโ€”โ‚น1 CroreSep 2026
Ultima SelectEquityChirag Doshiโ‚น9.3 Cr+5.02%-1.04 ptsโ€”โ‚น1 CroreSep 2026
PRIMA - All Seasons DebtDebtโ€”โ‚น8.15 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
MaximaEquityChirag Doshiโ‚น5.4 Cr+6.15%+0.09 ptsโ€”โ‚น1 CroreSep 2026
PRIMA - Credit OpportunitiesDebtโ€”โ‚น5.23 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
EdgeEquityChirag Doshiโ‚น3.94 Crโ€”โ€”โ€”โ‚น50 LakhsSep 2026
Platina SelectEquityChirag Doshiโ‚น2.16 Crโ€”โ€”โ€”โ‚น50000 RupeesSep 2026
LineaMulti Assetโ€”โ€”โ€”โ€”โ€”โ‚น50 Lakhsโ€”
LiquidDebtโ€”โ€”+1.11%โ€”โ€”โ‚น1 Rupeesโ€”

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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