Aditya Birla Sun Life Amc Limited • Debt
ADAPT Very Conservative Portfolio is a debt portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 31 Jan 2013. It manages ₹0.24 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +4.95% over 1 year, +7.12% over 3 years and +6.09% over 5 years (+7.13% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +1.39% |
| 3 Months | +1.95% |
| 1 Year | +4.95% |
| 3 Years | +7.12% |
| 5 Years | +6.09% |
| Since Inception | +7.13% |
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.
Book an intro callADAPT Very Conservative Portfolio has a 1-year return of +4.95%, a 3-year return of +7.12%, a 5-year return of +6.09% and +7.13% since inception. Past performance is not indicative of future results.
ADAPT Very Conservative Portfolio manages ₹0.24 Cr of client assets.
The minimum investment for ADAPT Very Conservative Portfolio is ₹50 Lakhs.
ADAPT Very Conservative Portfolio was launched on 31 Jan 2013. It has a 13-year track record.
Description
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