LGT Wealth India Private Limited — PMS strategies

LGT Wealth India Private Limited is a SEBI-registered portfolio manager running 18 strategies in our tracker, holding ₹3,142 Cr in aggregate AUM across the 14 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 18 strategies from LGT Wealth India Private Limited

• CanvasHybrid₹1,886 CrAUM12.0%3Y
• PlatinaHybrid₹638 CrAUM10.7%3Y
• PRIMA - Short Term DebtHybrid₹159 CrAUM—3Y
• PRIMA - Flexi DebtHybrid₹147 CrAUM—3Y
• CurateHybrid₹94 CrAUM—3Y
• Lighthouse₹63 CrAUM4.5%3Y
• Optima₹61 CrAUM3.3%3Y
• Ultima₹59 CrAUM7.9%3Y
• Ultima Select₹10 CrAUM6.9%3Y
• PRIMA - All Seasons DebtHybrid₹8 CrAUM—3Y
• PRIMA - Credit OpportunitiesHybrid₹5 CrAUM—3Y
• Maxima₹5 CrAUM7.2%3Y
• EDGE₹5 CrAUM—3Y
• Platina Select₹3 CrAUM—3Y
• Active Alpha—AUM21.8%3Y
• LINEAHybrid—AUM—3Y
• LiquidHybrid—AUM0.9%3Y
• SIGMA - All Seasons DebtHybrid—AUM8.1%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.