PRIMA - Short Term Debt PMS: Returns, AUM & Details
LGT Wealth India Private Limited • Debt
PRIMA - Short Term Debt is a debt portfolio management service (PMS) strategy run by LGT Wealth India Private Limited, launched on 23 Feb 2024. It manages ₹101 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +7.21% over 1 year (+7.66% since inception). The minimum investment is ₹1 Crore. The fund manager has not been publicly disclosed.
AUM
₹101 Cr
Minimum investment
₹1 Crore
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹101.17 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
23/02/2024
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.72%
3 Months
+3.20%
1 Year
+7.21%
Since Inception
+7.66%
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.