LGT Wealth India Private Limited
Multi Asset, Equity, Debt · 10 investment approaches
Total AUM
₹472 Cr
Years Active
3.9
AUM Change (3M)
-4.2%
AUM Change (1Y)
+11.0%
Min Investment
₹50L
Schemes
10
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
PRIMA - Flexi Debt | Debt | ₹127 Cr | +0.44% | +10.01% | — | +9.94% | — |
Ultima Select | Equity | ₹10 Cr | -2.47% | +8.86% | — | +10.52% | 0.34 |
PRIMA - Short Term Debt | Debt | ₹65 Cr | +0.41% | +8.21% | — | +7.79% | — |
Platina Select | Equity | ₹3 Cr | -3.30% | +6.47% | — | -2.11% | -0.48 |
Lighthouse | Equity | ₹66 Cr | -2.67% | +1.06% | +9.88% | +5.00% | 0.38 |
Maxima | Equity | ₹13 Cr | -1.98% | +0.05% | +12.35% | +9.18% | 0.58 |
EDGE | Equity | ₹5 Cr | -2.60% | -0.02% | — | -3.67% | -0.74 |
Optima | Equity | ₹85 Cr | -2.72% | -2.09% | +8.83% | +5.65% | 0.18 |
Curate | Multi Asset | ₹92 Cr | -1.15% | — | — | +0.42% | — |
PRIMA - Credit Opportunities | Debt | ₹5 Cr | +0.89% | — | — | +5.62% | — |