- Manager
- LGT Wealth India
- Service
- Discretionary
- Asset class
- Equity
OPTIMA - Multi Cap Equities DPMS
+5.02%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
LGT Wealth India’s OPTIMA - Multi Cap Equities DPMS returned 5.02% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹57.26 crore across its clients.
Key numbers
- AUM
- ₹57.26 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 2.01×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −2.69% | −6.03% | +3.34% |
| 3 months | +1.43% | −4.91% | +6.34% |
| 6 months | +16.03% | +2.13% | +13.90% |
| 1 year | +5.02% | −7.09% | +12.11% |
| 2 years | −4.64% | −5.29% | +0.65% |
| 3 years | +1.41% | +6.06% | −4.65% |
| 4 years | +7.22% | +8.48% | −1.26% |
| Since inception | +5.57% | +7.70% | −2.13% |
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 equity85.91%₹49.19 Cr
- Cash and other14.09%₹8.07 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.04 Cr
- Net, Sep 2026
- −₹0.04 Cr
- Net, FY to date
- −₹25.20 Cr
- Turnover, month
- 0.31×
- Turnover, past year
- 2.01×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has OPTIMA - Multi Cap Equities DPMS returned?
5.02% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.69%; 3 months: 1.43%; 6 months: 16.03%; 1 year: 5.02%; 2 years: −4.64%; 3 years: 1.41%; 4 years: 7.22%; Since inception: 5.57%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 12.11 percentage points ahead.
How much does OPTIMA - Multi Cap Equities DPMS manage?
₹57.26 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 OPTIMA - Multi 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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