Avendus Wealth Management Private Limited — PMS strategies

Avendus Wealth Management Private Limited is a SEBI-registered portfolio manager running 20 strategies in our tracker, holding ₹21,542 Cr in aggregate AUM across the 11 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 31 Jul 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 20 strategies from Avendus Wealth Management Private Limited

• Multi Asset NEXTHybrid₹11,651 CrAUM9.7%3Y
• Debt NEXTHybrid₹4,381 CrAUM6.7%3Y
• Hybrid NEXTHybrid₹2,389 CrAUM6.2%3Y
• Multi-Asset PlusHybrid₹1,705 CrAUM10.0%3Y
• HALO - NDPMS₹769 CrAUM12.4%3Y
• Equity NEXT₹320 CrAUM5.4%3Y
• NEXT AIHybrid₹192 CrAUM—3Y
• HALO DPMS₹95 CrAUM—3Y
• PRISMHybrid₹23 CrAUM—3Y
• PlusHybrid₹11 CrAUM—3Y
• HALO AI NDPMS₹6 CrAUM—3Y
• Debt ConservativeHybrid—AUM6.2%3Y
• Debt ModerateHybrid—AUM0.0%3Y
• Hybrid BalancedHybrid—AUM61.6%3Y
• Hybrid ConservativeHybrid—AUM2.0%3Y
• Hybrid ModerateHybrid—AUM5.7%3Y
• Multi Asset BalancedHybrid—AUM2.4%3Y
• Multi Asset ConservativeHybrid—AUM207.2%3Y
• Multi Asset GrowthHybrid—AUM52.4%3Y
• Multi Asset ModerateHybrid—AUM6.0%3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 31 Jul 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.