ADAPT Moderate Portfolio is a debt portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 17 Aug 2010. It manages ₹0.32 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +6.47% over 1 year, +9.54% over 3 years and +7.68% over 5 years (+7.70% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.32 Cr
3-year return
+9.54%
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)
₹0.32 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
17/08/2010
Trailing Returns
Trailing returns
Period
Return
1 Month
+2.85%
3 Months
+1.05%
1 Year
+6.47%
3 Years
+9.54%
5 Years
+7.68%
Since Inception
+7.70%
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 ADAPT Moderate Portfolio
What are the returns of ADAPT Moderate Portfolio?
ADAPT Moderate Portfolio has a 1-year return of +6.47%, a 3-year return of +9.54%, a 5-year return of +7.68% and +7.70% since inception. Past performance is not indicative of future results.
What is the AUM of ADAPT Moderate Portfolio?
ADAPT Moderate Portfolio manages ₹0.32 Cr of client assets.
What is the minimum investment for ADAPT Moderate Portfolio?
The minimum investment for ADAPT Moderate Portfolio is ₹50 Lakhs.
When was ADAPT Moderate Portfolio launched?
ADAPT Moderate Portfolio was launched on 17 Aug 2010. It has a 15-year track record.