- Manager
- LGT Wealth India
- Service
- Discretionary
- Asset class
- Multi-asset
CURATE - Multi Asset DPMS
+2.24%
1-year return
Benchmark NSE Multi Asset Index 2 +2.21% · to 30 Sep 2026
LGT Wealth India’s CURATE - Multi Asset DPMS returned 2.24% over the year to 30 Sep 2026, against 2.21% for its benchmark, the NSE Multi Asset Index 2. It managed ₹93.71 crore across its clients.
Key numbers
- AUM
- ₹93.71 Cr
- Benchmark
- NSE Multi Asset Index 2
- Turnover, past year
- 0.74×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 2 | Difference |
|---|---|---|---|
| 1 month | −2.40% | −2.85% | +0.45% |
| 3 months | −0.10% | −1.23% | +1.13% |
| 6 months | +6.32% | +6.24% | +0.08% |
| 1 year | +2.24% | +2.21% | +0.03% |
| Since inception | +2.28% | +1.73% | +0.55% |
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
- Mutual funds57.65%₹54.02 Cr
- Debt42.08%₹39.43 Cr
- Cash and other0.28%₹0.26 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.07 Cr
- Net, Sep 2026
- −₹0.07 Cr
- Net, FY to date
- −₹0.30 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.74×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has CURATE - Multi Asset DPMS returned?
2.24% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.40%; 3 months: −0.10%; 6 months: 6.32%; 1 year: 2.24%; Since inception: 2.28%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 2, returned 2.21% over the year, so the strategy was 0.03 percentage points ahead.
How much does CURATE - Multi Asset DPMS manage?
₹93.71 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 CURATE - Multi Asset DPMS?
LGT Wealth India, a SEBI-registered portfolio manager (INP000008376), 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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