- Manager
- LGT Wealth India
- Service
- Discretionary
- Asset class
- Equity
MAXIMA - Mid Cap Equities DPMS
+7.26%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
LGT Wealth India’s MAXIMA - Mid Cap Equities DPMS returned 7.26% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹5.40 crore across its clients.
Key numbers
- AUM
- ₹5.40 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 2.33×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −1.90% | −6.03% | +4.13% |
| 3 months | +3.18% | −4.91% | +8.09% |
| 6 months | +17.66% | +2.13% | +15.53% |
| 1 year | +7.26% | −7.09% | +14.35% |
| 2 years | −4.71% | −5.29% | +0.58% |
| 3 years | +6.15% | +6.06% | +0.09% |
| Since inception | +8.77% | +8.18% | +0.59% |
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 equity88.33%₹4.77 Cr
- Cash and other11.67%₹0.63 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹5.99 Cr
- Turnover, month
- 0.34×
- Turnover, past year
- 2.33×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has MAXIMA - Mid Cap Equities DPMS returned?
7.26% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.90%; 3 months: 3.18%; 6 months: 17.66%; 1 year: 7.26%; 2 years: −4.71%; 3 years: 6.15%; Since inception: 8.77%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 14.35 percentage points ahead.
How much does MAXIMA - Mid Cap Equities DPMS manage?
₹5.40 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 MAXIMA - Mid 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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