Deutsche Investments India Private Limited • Equity
DB India Multicap Equities / Long-term capital growth is an equity portfolio management service (PMS) strategy run by Deutsche Investments India Private Limited, launched on 20 Aug 2020. As of 30 Sep 2026, it manages ₹37.18 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -2.87% over 1 year, +9.28% over 3 years and +8.04% over 5 years (+13.83% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 3.22 percentage points ahead of its benchmark. Its 3-year return ranks 95th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Yogesh Budhwani.
Ranked nearby on 3-year return: Nucleus "Equity" Multi-Cap Allocator (+9.42%), Narnolia Large Cap Fund (+9.34%), Tamohara Trade Sanchay Strategy (+9.22%), Harvest (+9.15%).
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 | -6.11% |
| 3 Months | -4.03% |
| 1 Year | -2.87% |
| 3 Years | +9.28% |
| 5 Years | +8.04% |
| Since Inception | +13.83% |
| management fee | Fixed Fees: AMC CHARGES 2% P.A. |
| performance fee | Variable Fees: AMC 1% Plus 20% of returns in excess of 10% p.a. |
| exit load | NIL |
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 callDB India Multicap Equities / Long-term capital growth has a 1-year return of -2.87%, a 3-year return of +9.28%, a 5-year return of +8.04% and +13.83% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, DB India Multicap Equities / Long-term capital growth returned +8.04% against +6.38% for the Nifty 50 TRI, 1.66 percentage points ahead. Over 3 years it returned +9.28% against +6.06%; Over 1 year it returned -2.87% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, DB India Multicap Equities / Long-term capital growth's 3-year return of +9.28% ranks 95th as of 30 Sep 2026.
DB India Multicap Equities / Long-term capital growth is managed by Yogesh Budhwani at Deutsche Investments India. The strategy manages ₹37.18 Cr of client assets as of 30 Sep 2026.
DB India Multicap Equities / Long-term capital growth manages ₹37.18 Cr of client assets as of 30 Sep 2026.
The fee structure for DB India Multicap Equities / Long-term capital growth includes: management fee: Fixed Fees: AMC CHARGES 2% P.A.; performance fee: Variable Fees: AMC 1% Plus 20% of returns in excess of 10% p.a.; exit load: NIL.
The minimum investment for DB India Multicap Equities / Long-term capital growth is ₹50 Lakhs.
DB India Multicap Equities / Long-term capital growth was launched on 20 Aug 2020. It has a 6-year track record.
Description
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