- Manager
- LGT Wealth India
- Service
- Discretionary
- Asset class
- Equity
EDGE - Multi Factor Mutual Funds DPMS
−0.17%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
LGT Wealth India’s EDGE - Multi Factor Mutual Funds DPMS returned −0.17% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹3.94 crore across its clients.
Key numbers
- AUM
- ₹3.94 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.53×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −6.76% | −6.03% | −0.73% |
| 3 months | −2.51% | −4.91% | +2.40% |
| 6 months | +11.36% | +2.13% | +9.23% |
| 1 year | −0.17% | −7.09% | +6.92% |
| 2 years | −7.91% | −5.29% | −2.62% |
| Since inception | −2.80% | +2.07% | −4.87% |
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 funds101.02%₹3.98 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹1.45 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.53×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has EDGE - Multi Factor Mutual Funds DPMS returned?
−0.17% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.76%; 3 months: −2.51%; 6 months: 11.36%; 1 year: −0.17%; 2 years: −7.91%; Since inception: −2.80%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 6.92 percentage points ahead.
How much does EDGE - Multi Factor Mutual Funds DPMS manage?
₹3.94 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 EDGE - Multi Factor Mutual Funds 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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