← PL Asset Management Private LtdInvestment Approach

Multi Asset Dynamic Portfolio

Managed by Sandeep Neema at PL Asset Management Private Ltd — The multi-asset strategy aims to generate consistent long-term capital appreciation and manage associated risks by investing in a diversified multi-asset portfolio comprising various financial instruments across…

Multi AssetDiscretionary₹24 Cr AUMSEBI · INP000009001

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Performance · vs Benchmark

Trailing returns

Investment approach vs NSE Multi Asset Index 1. Figures >1 year are annualised. Official figures, updated monthly.

Multi Asset Dynamic PortfolioNSE Multi Asset Index 1₹1 Cr → ₹1.68 Cr

6M+1.6%

1Y+16.8%

2Y+7.8%

3Y+13.4%

4Y+12.9%

5Y+10.3%

1M+2.8%BM +0.3%α +2.6

3M+1.8%BM +3.5%α -1.6

6M+1.6%BM +3.0%α -1.4

1Y+16.8%BM +7.5%α +9.2

3Y · CAGR

Approach

The objective

The multi-asset strategy aims to generate consistent long-term capital appreciation and manage associated risks by investing in a diversified multi-asset portfolio comprising various financial instruments across different asset classes.

Fund manager

Sandeep Neema

EmailSandeepNeema@plindia.com

Terms & Turnover

The fine print

BenchmarkNSE Multi Asset Index 1

Service typeDiscretionary

Min investment₹50,00,000

Inception2021 · 5 yrs

IA registered07-06-2021

AUM as of31-08-2026

APMI IA ID2009

Fixed fee—

Variable fee—

Exit load—

Portfolio turnover27% (1Y) · 0% (1M)

Every figure above is official, updated monthly.

Disclaimer: Some data fields may appear blank because the respective Portfolio Manager has not updated or submitted the information to the APMI database. The information presented is based on the latest data available through the APMI API and is subject to updates by the respective Portfolio Managers.

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