Actively Managed Total Return Portfolio PMS: Returns, AUM & Details
PATERSON SECURITIES PRIVATE LIMITED • Debt
Actively Managed Total Return Portfolio is a debt portfolio management service (PMS) strategy run by PATERSON SECURITIES PRIVATE LIMITED, launched on 1 Jun 2024. It manages ₹43.83 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +8.94% over 1 year (+9.84% since inception). The minimum investment is ₹5 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹43.83 Cr
Minimum investment
₹5 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)
₹43.83 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
01/06/2024
Trailing Returns
Trailing returns
Period
Return
1 Month
+2.20%
3 Months
+5.57%
1 Year
+8.94%
Since Inception
+9.84%
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.
Frequently asked questions about Actively Managed Total Return Portfolio
What are the returns of Actively Managed Total Return Portfolio?
Actively Managed Total Return Portfolio has a 1-year return of +8.94% and +9.84% since inception. Past performance is not indicative of future results.
What is the AUM of Actively Managed Total Return Portfolio?
Actively Managed Total Return Portfolio manages ₹43.83 Cr of client assets.
What is the minimum investment for Actively Managed Total Return Portfolio?
The minimum investment for Actively Managed Total Return Portfolio is ₹5 Lakhs.
When was Actively Managed Total Return Portfolio launched?
Actively Managed Total Return Portfolio was launched on 1 Jun 2024. It has a 1-year track record.