LGT Wealth India Private Limited

Multi Asset, Equity, Debt · 11 investment approaches

Total AUM

₹450 Cr

Years Active

4.0

AUM Change (3M)

-7.4%

AUM Change (1Y)

+5.5%

Min Investment

₹50L

Schemes

11

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
PRIMA - Flexi Debt	Debt	₹128 Cr	+0.00%	+9.11%	-	+9.69%	2.70
PRIMA - Short Term Debt	Debt	₹66 Cr	+0.20%	+7.62%	-	+7.60%	-
Ultima Select	Equity	₹9 Cr	-11.22%	-3.16%	-	+5.47%	-0.15
Platina Select	Equity	₹2 Cr	-11.32%	-3.92%	-	-9.61%	-0.92
EDGE	Equity	₹5 Cr	-11.81%	-4.99%	-	-8.91%	-0.99
Maxima	Equity	₹10 Cr	-11.70%	-6.95%	+8.59%	+5.06%	0.18
Optima	Equity	₹72 Cr	-11.65%	-7.18%	+5.22%	+2.36%	-0.14
Lighthouse	Equity	₹58 Cr	-12.05%	-9.53%	+5.97%	+0.82%	-0.08
Curate	Multi Asset	₹88 Cr	-4.46%	-	-	-3.77%	-
PRIMA - All Seasons Debt	Debt	₹8 Cr	-2.39%	-	-	+1.04%	-
PRIMA - Credit Opportunities	Debt	₹5 Cr	+0.32%	-	-	+7.10%	-

PRIMA - Flexi Debt

PRIMA - Short Term Debt

PRIMA - All Seasons Debt

PRIMA - Credit Opportunities