AAA Liquid Plan is a debt portfolio management service (PMS) strategy run by AlfAccurate Advisors Pvt Ltd, launched on 29 Jan 2021. It manages ₹13.02 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +4.47% over 1 year, +4.60% over 3 years and +3.82% over 5 years (+3.66% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹13.02 Cr
3-year return
+4.60%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹13.02 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
29/01/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.33%
3 Months
+2.06%
1 Year
+4.47%
3 Years
+4.60%
5 Years
+3.82%
Since Inception
+3.66%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
AAA Liquid Plan has a 1-year return of +4.47%, a 3-year return of +4.60%, a 5-year return of +3.82% and +3.66% since inception. Past performance is not indicative of future results.
What is the AUM of AAA Liquid Plan?
AAA Liquid Plan manages ₹13.02 Cr of client assets.
What is the minimum investment for AAA Liquid Plan?
The minimum investment for AAA Liquid Plan is ₹50 Lakhs.
When was AAA Liquid Plan launched?
AAA Liquid Plan was launched on 29 Jan 2021. It has a 5-year track record.