PL PMS strategies
PL runs 6 portfolio management strategies listed with APMI, managing ₹406 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 |
|---|---|---|---|---|---|---|---|---|
| Aqua Strategy | Equity | Sandeep Neema | ₹365 Cr | +15.03% | +2.94 pts | — | ₹50 Lakhs | Aug 2026 |
| Multi Asset Dynamic Portfolio | Multi Asset | — | ₹21.66 Cr | +15.28% | — | — | ₹50 Lakhs | — |
| Atom | Equity | Sandeep Neema | ₹10.7 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| Trinity | Equity | Sandeep Neema | ₹6.35 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| Leap | Equity | Sandeep Neema | ₹2.18 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| Multi Asset Dynamic Portfolio Alpha | Multi Asset | — | ₹0.8 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.
Talk to a SEBI-registered adviser about PMS