Plus Wealth Assets LLP AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.
It follows the benchmark Nifty 50 Hybrid Composite Debt 50:50 inde and has delivered a 1-year return of 5.33%. The strategy emphasises investing in high-quality businesses with long-term growth potential.
The total AUM of the fund stands at an Undisclosed Amount, reflecting strong investor confidence.
The Plus Wealth Assets LLP AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.
This disciplined, research-driven strategy aligns with Plus Wealth’s philosophy of quality and conviction-based investing.
Plus Wealth Assets LLP AIF Strategy or Investment Approach - AIF Details
Strategy Name
Start Date
Category
Benchmark
AUM (Rs.)
Min. Investment
Fund Manager
1 Yr. Return
3 Yr. Return
5 Yr. Return
Plus Wealth Assets LLP Alternative Investment Fund - Fund Characteristics
No. of Stocks
Top 5 Stocks%
Top 5 Sectors%
Portfolio Age
SIP
STP
Average Market Cap
Plus Wealth Assets LLP AIF Strategy - Cost or Charges
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Plus Wealth Assets LLP AIF Investment Approach - Portfolio Composition
Large Cap
Mid Cap
Small Cap
Cash & Equivalent
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Plus Wealth Assets LLP Alternative Investment Fund Strategy - Top 5 Sectors
Banks
Information Technology
Consumer Durables
Pharma, API & Chemical
Const/Bldg Material