Optima
Optima is a Equity Portfolio Management Service launched by LGT Wealth India Private Limited on April 2022. Managed by Chirag Doshi, the fund holds ₹61 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹10000000 lakh. Trailing returns: -0.82% (1Y), 3.26% CAGR (3Y), 5.56% since inception. Performance data as of July 2026.
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Optima
LGT Wealth India Private Limited
60.75 CR AUM
Optima
LGT Wealth India Private Limited
60.75 CR AUM
Nifty 50 TRI
Benchmark
4yr 2mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
4yr 2mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
chirag doshi
Fund Manager
EQUITYStrategies
Chirag Doshi is the Chief Investment Officer (CIO) of Fixed Income at LGT Wealth india, appointed in June 2023 to lead debt portfolio management strategies.
What is this fund's investment objective?
Investment objective is to generate capital growth with an investment approach of a focused portfolio of equity stocks allocated across market capitalizations in a multi-cap nature.
How has Optima performed?
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1M IA return
2.32%
1M benchmark return
1.67%
Alpha
0.65%
1M Wealth multiple
1.02x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
2.32%
1M benchmark return
1.67%
Alpha
0.65%
1M Wealth multiple
1.02x
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