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 ₹20,428 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 30 Sep 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₹10,626 CrAUM9.3%3Y
• Debt NEXTHybrid₹4,515 CrAUM6.6%3Y
• Hybrid NEXTHybrid₹2,104 CrAUM5.4%3Y
• Multi-Asset PlusHybrid₹1,859 CrAUM8.9%3Y
• HALO - NDPMS₹702 CrAUM9.6%3Y
• Equity NEXT₹269 CrAUM2.6%3Y
• NEXT AIHybrid₹189 CrAUM—3Y
• HALO DPMS₹115 CrAUM—3Y
• PRISMHybrid₹20 CrAUM—3Y
• HALO AI NDPMS₹18 CrAUM—3Y
• PlusHybrid₹11 CrAUM—3Y
• Debt ConservativeHybrid—AUM5.9%3Y
• Debt ModerateHybrid—AUM0.0%3Y
• Hybrid BalancedHybrid—AUM60.7%3Y
• Hybrid ConservativeHybrid—AUM1.6%3Y
• Hybrid ModerateHybrid—AUM5.4%3Y
• Multi Asset BalancedHybrid—AUM2.4%3Y
• Multi Asset ConservativeHybrid—AUM208.8%3Y
• Multi Asset GrowthHybrid—AUM51.9%3Y
• Multi Asset ModerateHybrid—AUM5.7%3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Sep 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.