- Manager
- Pluswealth Capital Management
- Service
- Discretionary
- Asset class
- Multi-asset
PLUSWEALTH CAPITAL - PlusWealth Fusion
₹31.19 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Pluswealth Capital Management’s PLUSWEALTH CAPITAL - PlusWealth Fusion managed ₹31.19 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹31.19 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
| Period | This strategy | NSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT) | Difference |
|---|---|---|---|
| 1 month | — | −2.85% | — |
| 3 months | +2.10% | −1.23% | +3.33% |
| 6 months | +6.16% | +6.24% | −0.08% |
| Since inception | +9.14% | +1.16% | +7.98% |
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 funds99.42%₹31.01 Cr
- Cash and other0.61%₹0.19 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.90 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.90 Cr
- Net, FY to date
- ₹15.99 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 - PlusWealth Fusion returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 3 months: 2.10%; 6 months: 6.16%; Since inception: 9.14%.
How much does PLUSWEALTH CAPITAL - PlusWealth Fusion manage?
₹31.19 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 - PlusWealth Fusion?
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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