PMSAIFGet AccreditedStock Holding Movement

Aqua Strategy

Aqua Strategy is a Equity Portfolio Management Service launched by PL Asset Management Private Ltd on June 2023. Managed by Sandeep Neema, the fund holds ₹374 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 6.33% (1Y), 20.4% CAGR (3Y), 19.84% since inception. Performance data as of July 2026.

›Fund Details
Learn

Aqua Strategy

PL Asset Management Private Ltd

374.32 CR AUM

Aqua Strategy

Aqua Strategy

PL Asset Management Private Ltd

374.32 CR AUM

BSE 500 TRI
Benchmark
3yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
3yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

sandeep neema

Fund Manager
EQUITYStrategies

What is this fund's investment objective?

The strategy aims to create wealth and foster capital growth by generating superior risk-adjusted returns across market cycles. It follows a Flexicap approach, investing in equity and equity-linked instruments across large, mid and smallcap stocks, based on proprietary quantitative multifactor frameworks and models.

How has Aqua Strategy performed?

Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-0.98%
1M benchmark return
1.73%
Alpha
-2.71%
1M Wealth multiple
0.99x

How has this fund performed vs its benchmark?

2026
2026
Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-0.98%
1M benchmark return
1.73%
Alpha
-2.71%
1M Wealth multiple
0.99x

Similar Investment Approaches

Enam India Equity Portfolio
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
ICICI Prudential PMS Contra Strategy
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
ValueQuest Alpha
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ