A K Wealth Management PMS strategies

A K Wealth Management runs 2 portfolio management strategies listed with APMI, managing โ‚น3.99 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.

Source: APMI ยท Updated

2 PMS strategies by A K Wealth Management, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
Credit EASEDebtโ€”โ‚น3.48 Cr+10.03%โ€”โ€”โ‚น50 Lakhsโ€”
Credit ALPHADebtโ€”โ‚น0.51 Cr+9.24%โ€”โ€”โ‚น50 Lakhsโ€”

Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "โ€”" means the figure isn't reported. Past returns don't predict future returns.

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