LGT Wealth India Private Limited

Multi Asset, Equity, Debt · 11 investment approaches

Total AUM

₹568 Cr

Years Active

4.5

AUM Change (3M)

+1.5%

AUM Change (1Y)

+19.7%

Min Investment

₹50L

Schemes

11

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
PRIMA - Credit Opportunities	Debt	₹5 Cr	+0.84%	+11.33%	-	+11.61%	3.20
PRIMA - Flexi Debt	Debt	₹162 Cr	+0.73%	+9.22%	-	+9.88%	3.01
Maxima	Equity	₹5 Cr	-1.90%	+7.26%	+6.15%	+8.77%	0.42
PRIMA - Short Term Debt	Debt	₹167 Cr	+0.49%	+7.11%	-	+7.67%	-
Optima	Equity	₹57 Cr	-2.69%	+5.02%	+1.41%	+5.57%	0.11
Curate	Multi Asset	₹94 Cr	-2.40%	+2.24%	-	+2.28%	-0.60
Platina Select	Equity	₹2 Cr	-5.83%	+0.75%	-	-0.46%	-0.33
EDGE	Equity	₹4 Cr	-6.76%	-0.17%	-	-2.80%	-0.56
Ultima Select	Equity	₹9 Cr	-6.51%	-5.61%	+5.02%	+5.52%	-0.14
Lighthouse	Equity	₹53 Cr	-4.32%	-5.82%	+3.03%	+2.14%	-0.02
PRIMA - All Seasons Debt	Debt	₹8 Cr	+0.39%	-	-	+5.92%	-

PRIMA - Credit Opportunities

PRIMA - Flexi Debt

PRIMA - Short Term Debt

PRIMA - All Seasons Debt