Manager
Pluswealth Capital Management
Service
Discretionary
Asset class
Multi-asset

Pluswealth Capital - Aegis Alpha

₹0.72 Cr

Assets under management

Reported to SEBI · 30 Sep 2026

Pluswealth Capital Management’s Pluswealth Capital - Aegis Alpha managed ₹0.72 crore across its clients at 30 Sep 2026.

Key numbers

AUM
₹0.72 Cr
Benchmark
NSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT)
Turnover, past year
0.00×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Pluswealth Capital - Aegis Alpha returns against the NSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT)
PeriodThis strategyNSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT)Difference
Since inception−3.71%−2.42%−1.29%

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 equity93.06%
  • Cash and other5.56%
  • Derivatives1.39%

Flows and turnover

Inflow, Sep 2026
₹0.75 Cr
Outflow, Sep 2026
₹0
Net, Sep 2026
₹0.75 Cr
Net, FY to date
₹0.75 Cr
Turnover, month
0.00×
Turnover, past year
0.00×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Pluswealth Capital - Aegis Alpha returned?

As reported for 30 Sep 2026, time-weighted as reported to SEBI. Since inception: −3.71%.

How much does Pluswealth Capital - Aegis Alpha manage?

₹0.72 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 Pluswealth Capital - Aegis Alpha?

Pluswealth Capital Management, a SEBI-registered portfolio manager (INP000009144), 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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