- Manager
- LGT Wealth India
- Service
- Discretionary
- Asset class
- Equity
PLATINA SELECT - Mutual Funds DPMS
+0.75%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
LGT Wealth India’s PLATINA SELECT - Mutual Funds DPMS returned 0.75% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹2.16 crore across its clients.
Key numbers
- AUM
- ₹2.16 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.32×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.83% | −6.03% | +0.20% |
| 3 months | −2.29% | −4.91% | +2.62% |
| 6 months | +12.97% | +2.13% | +10.84% |
| 1 year | +0.75% | −7.09% | +7.84% |
| Since inception | −0.46% | −3.78% | +3.32% |
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 funds99.54%₹2.15 Cr
- Cash and other0.46%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.05 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.05 Cr
- Net, FY to date
- −₹0.47 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.32×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has PLATINA SELECT - Mutual Funds DPMS returned?
0.75% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.83%; 3 months: −2.29%; 6 months: 12.97%; 1 year: 0.75%; Since inception: −0.46%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 7.84 percentage points ahead.
How much does PLATINA SELECT - Mutual Funds DPMS manage?
₹2.16 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 PLATINA SELECT - 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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