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PlusWealth Fusion

Pluswealth Capital Management LLP
PMS Multi Asset
Benchmark
NSE Multi Asset Index 2
Inception Date
9 October 2025
Min. Investment
₹50,00,000
AUM (Cr.)
₹10.14
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

A systematic, rules-driven strategy is employed, featuring diversification across a range of asset categories.

Investment Objective

To achieve superior risk-adjusted returns relative to the designated benchmark.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 1.20% -0.04% 1.24%
SINCE INCEPTION 5.55% 2.25% 3.30%

Calendar Year Performance

Year Return

Financial Year Performance

Year Return

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Rachit Singla

Fund Manager

Rachit possesses over ten years of experience spanning market analysis, quantitative investigation, and product formulation. He commenced his professional journey in the domain of derivatives research and assessment. Holding an MBA from IIFT Delhi, he effectively integrates robust analytical capabilities with applicable market understanding. At PlusWealth, his primary responsibility involves constructing systematic, risk-controlled investment portfolios underpinned by rigorous valuation principles and regime-based analytics. His methodology prioritizes clarity, uniformity, and sustained wealth accumulation for investors.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
0 Yrs, 2 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)