LGT Wealth India PMS strategies
LGT Wealth India runs 13 portfolio management strategies listed with APMI, managing โน473 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 |
|---|---|---|---|---|---|---|---|---|
| PRIMA - Flexi Debt | Debt | โ | โน135 Cr | โ | โ | โ | โน50 Lakhs | โ |
| PRIMA - Short Term Debt | Debt | โ | โน101 Cr | โ | โ | โ | โน1 Crore | โ |
| Curate | Multi Asset | โ | โน92.67 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Optima | Equity | Chirag Doshi | โน57.26 Cr | +1.41% | -4.65 pts | โ | โน1 Crore | Sep 2026 |
| Lighthouse | Equity | Chirag Doshi | โน53.29 Cr | +3.03% | -3.03 pts | โ | โน1 Crore | Sep 2026 |
| Ultima Select | Equity | Chirag Doshi | โน9.3 Cr | +5.02% | -1.04 pts | โ | โน1 Crore | Sep 2026 |
| PRIMA - All Seasons Debt | Debt | โ | โน8.15 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Maxima | Equity | Chirag Doshi | โน5.4 Cr | +6.15% | +0.09 pts | โ | โน1 Crore | Sep 2026 |
| PRIMA - Credit Opportunities | Debt | โ | โน5.23 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Edge | Equity | Chirag Doshi | โน3.94 Cr | โ | โ | โ | โน50 Lakhs | Sep 2026 |
| Platina Select | Equity | Chirag Doshi | โน2.16 Cr | โ | โ | โ | โน50000 Rupees | Sep 2026 |
| Linea | Multi Asset | โ | โ | โ | โ | โ | โน50 Lakhs | โ |
| Liquid | Debt | โ | โ | +1.11% | โ | โ | โน1 Rupees | โ |
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.
Talk to a SEBI-registered adviser about PMS