- Manager
- LGT Wealth India
- Service
- Discretionary
- Asset class
- Debt
PRIMA - Credit Opportunities DPMS
+11.33%
1-year return
Benchmark NIFTY Medium to Long Duration Debt Index +0.08% · to 30 Sep 2026
LGT Wealth India’s PRIMA - Credit Opportunities DPMS returned 11.33% over the year to 30 Sep 2026, against 0.08% for its benchmark, the NIFTY Medium to Long Duration Debt Index. It managed ₹5.16 crore across its clients.
Key numbers
- AUM
- ₹5.16 Cr
- Benchmark
- NIFTY Medium to Long Duration Debt Index
- Turnover, past year
- 0.31×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY Medium to Long Duration Debt Index | Difference |
|---|---|---|---|
| 1 month | +0.84% | −0.84% | +1.68% |
| 3 months | +2.45% | −1.78% | +4.23% |
| 6 months | +6.00% | +0.55% | +5.45% |
| 1 year | +11.33% | +0.08% | +11.25% |
| Since inception | +11.61% | −0.67% | +12.28% |
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
- Debt97.87%₹5.05 Cr
- Cash and other1.94%₹0.10 Cr
- Mutual funds0.19%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.07 Cr
- Net, Sep 2026
- −₹0.07 Cr
- Net, FY to date
- −₹0.34 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.31×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has PRIMA - Credit Opportunities DPMS returned?
11.33% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.84%; 3 months: 2.45%; 6 months: 6.00%; 1 year: 11.33%; Since inception: 11.61%.
How has it done against its benchmark?
Its benchmark, the NIFTY Medium to Long Duration Debt Index, returned 0.08% over the year, so the strategy was 11.25 percentage points ahead.
How much does PRIMA - Credit Opportunities DPMS manage?
₹5.16 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 PRIMA - Credit Opportunities 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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