LGT Wealth India Private Limited

Multi Asset, Equity, Debt · 11 investment approaches

Total AUM

₹543 Cr

Years Active

4.4

AUM Change (3M)

+7.8%

AUM Change (1Y)

+31.6%

Min Investment

₹50L

Schemes

11

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
PRIMA - Credit Opportunities	Debt	₹5 Cr	+0.85%	+11.23%	-	+11.68%	3.11
Maxima	Equity	₹6 Cr	+4.22%	+11.14%	+7.31%	+9.50%	0.49
Optima	Equity	₹59 Cr	+3.67%	+9.50%	+2.68%	+6.35%	0.18
PRIMA - Flexi Debt	Debt	₹159 Cr	+0.89%	+9.02%	-	+9.90%	3.01
Platina Select	Equity	₹2 Cr	+2.22%	+7.62%	-	+3.10%	-0.11
PRIMA - Short Term Debt	Debt	₹138 Cr	+0.74%	+7.12%	-	+7.72%	-
EDGE	Equity	₹4 Cr	+3.66%	+6.05%	-	+0.11%	-0.40
Ultima Select	Equity	₹10 Cr	-1.06%	+1.79%	+7.70%	+7.82%	0.05
Lighthouse	Equity	₹56 Cr	+0.71%	-1.25%	+5.09%	+3.33%	0.10
Curate	Multi Asset	₹96 Cr	+1.15%	-	-	+4.83%	-
PRIMA - All Seasons Debt	Debt	₹8 Cr	+0.98%	-	-	+5.50%	-

PRIMA - Credit Opportunities

PRIMA - Flexi Debt

PRIMA - Short Term Debt

PRIMA - All Seasons Debt