PL Asset Management Private Ltd • Equity
Aqua Strategy is an equity portfolio management service (PMS) strategy run by PL Asset Management Private Ltd, launched on 12 Jun 2023. As of 30 Sep 2026, it manages ₹349 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +6.63% over 1 year and +12.15% over 3 years (+17.53% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.95 percentage points ahead of its benchmark. Its 3-year return ranks 207th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Sandeep Neema.
Ranked nearby on 3-year return: Absolute Freedom Portfolio 1 (+12.16%), Tactical Asset Allocation Plan TAAP (+12.16%), BEA India Growth Fund (+12.13%), Abakkus Emerging Opportunities Approach (+12.10%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.45% |
| 3 Months | -1.87% |
| 1 Year | +6.63% |
| 3 Years | +12.15% |
| Since Inception | +17.53% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAqua Strategy has a 1-year return of +6.63%, a 3-year return of +12.15% and +17.53% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Aqua Strategy returned +12.15% against +9.20% for the BSE 500 TRI, 2.95 percentage points ahead. Over 1 year it returned +6.63% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Aqua Strategy's 3-year return of +12.15% ranks 207th as of 30 Sep 2026.
Aqua Strategy is managed by Sandeep Neema at PL. The strategy manages ₹349 Cr of client assets as of 30 Sep 2026.
Aqua Strategy manages ₹349 Cr of client assets as of 30 Sep 2026.
The minimum investment for Aqua Strategy is ₹50 Lakhs.
Aqua Strategy was launched on 12 Jun 2023. It has a 3-year track record.
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