A K Wealth Management PMS strategies
A K Wealth Management runs 2 portfolio management strategies listed with APMI, managing โน3.99 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Credit EASE | Debt | โ | โน3.48 Cr | +10.03% | โ | โ | โน50 Lakhs | โ |
| Credit ALPHA | Debt | โ | โน0.51 Cr | +9.24% | โ | โ | โน50 Lakhs | โ |
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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