Avendus Wealth Management Private Limited — PMS strategies

Avendus Wealth Management Private Limited is a SEBI-registered portfolio manager running 19 strategies in our tracker, holding ₹21,647 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 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 19 strategies from Avendus Wealth Management Private Limited

• Multi Asset NEXTHybrid₹11,423 CrAUM9.8%3Y
• Debt NEXTHybrid₹4,757 CrAUM6.6%3Y
• Hybrid NEXTHybrid₹2,412 CrAUM6.7%3Y
• Multi-Asset PlusHybrid₹1,646 CrAUM10.4%3Y
• HALO - NDPMS₹721 CrAUM13.9%3Y
• Equity NEXT₹336 CrAUM9.1%3Y
• NEXT AIHybrid₹191 CrAUM—3Y
• HALO DPMS₹85 CrAUM—3Y
• Multi Asset GrowthHybrid₹48 CrAUM53.7%3Y
• PRISMHybrid₹23 CrAUM—3Y
• HALO AI NDPMS₹5 CrAUM—3Y
• Debt ConservativeHybrid—AUM6.4%3Y
• Debt ModerateHybrid—AUM0.0%3Y
• Hybrid BalancedHybrid—AUM63.3%3Y
• Hybrid ConservativeHybrid—AUM2.3%3Y
• Hybrid ModerateHybrid—AUM6.5%3Y
• Multi Asset BalancedHybrid—AUM2.8%3Y
• Multi Asset ConservativeHybrid—AUM207.2%3Y
• Multi Asset ModerateHybrid—AUM6.3%3Y

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