- Manager
- LGT Wealth India
- Service
- Discretionary
- Asset class
- Equity
LIGHTHOUSE - Large Cap Equities DPMS
−5.82%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
LGT Wealth India’s LIGHTHOUSE - Large Cap Equities DPMS returned −5.82% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹53.29 crore across its clients.
Key numbers
- AUM
- ₹53.29 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 1.52×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.32% | −6.03% | +1.71% |
| 3 months | −2.61% | −4.91% | +2.30% |
| 6 months | +5.83% | +2.13% | +3.70% |
| 1 year | −5.82% | −7.09% | +1.27% |
| 2 years | −9.08% | −5.29% | −3.79% |
| 3 years | +3.03% | +6.06% | −3.03% |
| 4 years | +3.31% | +8.48% | −5.17% |
| Since inception | +2.14% | +7.19% | −5.05% |
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 equity88.78%₹47.31 Cr
- Cash and other11.24%₹5.99 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹7.94 Cr
- Turnover, month
- 0.24×
- Turnover, past year
- 1.52×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has LIGHTHOUSE - Large Cap Equities DPMS returned?
−5.82% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.32%; 3 months: −2.61%; 6 months: 5.83%; 1 year: −5.82%; 2 years: −9.08%; 3 years: 3.03%; 4 years: 3.31%; Since inception: 2.14%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 1.27 percentage points ahead.
How much does LIGHTHOUSE - Large Cap Equities DPMS manage?
₹53.29 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 LIGHTHOUSE - Large Cap Equities 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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