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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

Rule based approach, with asset allocation across multiple asset classes

Investment Objective

To outperform the underlying benchmark on a risk adjusted basis

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 brings over a decade of experience across markets, quantitative research, and product strategy. He began his career in derivatives research and analysis. An MBA from IIFT Delhi, he blends strong analytical rigour with practical market insight. At PlusWealth, he focuses on building rule-based, risk-managed portfolios grounded in valuation discipline and regime analytics. His approach emphasises transparency, consistency, and long-term compounding for clients.

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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