PMS · Multi Asset · Multi Asset
IDPL Wealthy Nivesh Multi-Asset PMS
Fund size₹7 Cr
IRRSince inception-0.16%
Minimum investment₹50 Lakh
Fund age5 mo
Fund Manager
Growth of₹Cr
IDPL Wealthy Nivesh Multi Asset PMS
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| IDPL Wealthy Nivesh Multi Asset PMS | −0.51% | — | — | — | — | −0.16% |
| Nifty 500 | −4.81% | — | — | — | — | −4.12% |
| Excess over benchmark | 4.30% | — | — | — | — | 3.96% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 30 Apr 2026.
Portfolio Details : Where the money actually sits
Stocks
7
Asset class
Multi Asset
Market cap
Large cap37.59%
Mid cap29.29%
Small cap24.84%
Cash & others8.28%
As on 30 Apr 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a −1788.00% gross return.
FixedPlan A · SimpleFixed Management Fee1.00% / yr
Performance FeeNone
Hurdle RateNot applicable
HybridPlan B · Shared upsideFixed Management Fee10.00% / yr
Performance Fee1% of profit
Hurdle RateAbove 12%
PerformancePlan C · Performance LinkedFixed Management FeeNone
Performance Fee10% of profit
Hurdle RateNot applicable
Exit load 1.00% within 1 year. Lock-in: Nil.
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