- Manager
- Avendus Wealth Management Private
- Service
- Discretionary
- Asset class
- Multi-asset
Plus
₹10.77 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Avendus Wealth Management Private’s Plus managed ₹10.77 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹10.77 Cr
- Benchmark
- NSE Multi Asset Index 1
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 1 | Difference |
|---|---|---|---|
| 1 month | −6.48% | −2.41% | −4.07% |
| Since inception | −1.54% | −1.50% | −0.04% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.16%₹10.68 Cr
- Mutual funds0.74%₹0.08 Cr
- Cash and other0.09%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹10.95 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Plus returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.48%; Since inception: −1.54%.
How much does Plus manage?
₹10.77 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Plus?
Avendus Wealth Management Private, a SEBI-registered portfolio manager (INP000005257), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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