PMS · Equity · Multi Asset
Pluswealth Fusion
Fund size₹30 Cr
IRRSince inception9.14%
Minimum investment₹50 Lakh
Fund age10 mo
Fund Manager
Rachit Singla
Rachit Singla
Fund Manager, Pluswealth
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.
Managing AUM₹34 Cr
Growth of₹Cr
Pluswealth Fusion
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Pluswealth Fusion3.17%————9.14%
Nifty 500−1.02%————4.13%
Excess over benchmark4.19%————5.01%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 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 13.33% gross return.
FixedPlan A · Simple
Fixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee1.50% / yr
Performance Fee15% of profit
Hurdle RateAbove 10%
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
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