- Manager
- LGT Wealth India
- Service
- Discretionary
- Asset class
- Equity
ULTIMA SELECT - Equities DPMS
−5.61%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
LGT Wealth India’s ULTIMA SELECT - Equities DPMS returned −5.61% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹9.30 crore across its clients.
Key numbers
- AUM
- ₹9.30 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.12×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −6.51% | −6.03% | −0.48% |
| 3 months | −4.52% | −4.91% | +0.39% |
| 6 months | +2.85% | +2.13% | +0.72% |
| 1 year | −5.61% | −7.09% | +1.48% |
| 2 years | −4.27% | −5.29% | +1.02% |
| 3 years | +5.02% | +6.06% | −1.04% |
| Since inception | +5.52% | +7.83% | −2.31% |
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 equity98.39%₹9.15 Cr
- Cash and other1.61%₹0.15 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.04 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.12×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ULTIMA SELECT - Equities DPMS returned?
−5.61% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.51%; 3 months: −4.52%; 6 months: 2.85%; 1 year: −5.61%; 2 years: −4.27%; 3 years: 5.02%; Since inception: 5.52%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 1.48 percentage points ahead.
How much does ULTIMA SELECT - Equities DPMS manage?
₹9.30 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 ULTIMA SELECT - 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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