- Manager
- LGT Wealth India
- Service
- Discretionary
- Asset class
- Debt
PRIMA - Short Term Debt DPMS
+7.11%
1-year return
Benchmark NIFTY Medium to Long Duration Debt Index +0.08% · to 30 Sep 2026
LGT Wealth India’s PRIMA - Short Term Debt DPMS returned 7.11% over the year to 30 Sep 2026, against 0.08% for its benchmark, the NIFTY Medium to Long Duration Debt Index. It managed ₹167 crore across its clients.
Key numbers
- AUM
- ₹167 Cr
- Benchmark
- NIFTY Medium to Long Duration Debt Index
- Turnover, past year
- 3.60×
- 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 | +0.49% | −0.84% | +1.33% |
| 3 months | +1.70% | −1.78% | +3.48% |
| 6 months | +3.90% | +0.55% | +3.35% |
| 1 year | +7.11% | +0.08% | +7.03% |
| 2 years | +7.82% | +3.11% | +4.71% |
| Since inception | +7.67% | +4.53% | +3.14% |
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
- Debt98.37%₹164 Cr
- Cash and other1.35%₹2.25 Cr
- Mutual funds0.29%₹0.48 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹90.94 Cr
- Outflow, Sep 2026
- ₹62.43 Cr
- Net, Sep 2026
- ₹28.51 Cr
- Net, FY to date
- ₹96.57 Cr
- Turnover, month
- 0.83×
- Turnover, past year
- 3.60×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has PRIMA - Short Term Debt DPMS returned?
7.11% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.49%; 3 months: 1.70%; 6 months: 3.90%; 1 year: 7.11%; 2 years: 7.82%; Since inception: 7.67%.
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 7.03 percentage points ahead.
How much does PRIMA - Short Term Debt DPMS manage?
₹167 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 - Short Term Debt 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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