Credit Suisse Securities PMS strategies
Credit Suisse Securities runs 8 portfolio management strategies listed with APMI, managing ₹323 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 |
|---|---|---|---|---|---|---|---|---|
| Equity Diversified Strategy | Equity | — | ₹127 Cr | +12.21% | — | — | ₹50 Lakhs | — |
| Premium India Mixed Balanced | Hybrid | — | ₹82.66 Cr | +10.58% | — | — | ₹50 Lakhs | — |
| Large Cap Equity Strategy | Equity | — | ₹55.76 Cr | +11.85% | — | — | ₹50 Lakhs | — |
| Premium Fixed Income Short Term | Debt | — | ₹34.3 Cr | +6.15% | — | — | ₹50 Lakhs | — |
| Premium India Mixed Conservative | Hybrid | — | ₹22.63 Cr | +8.19% | — | — | ₹50 Lakhs | — |
| Premium Fixed Income Medium Term | Debt | — | ₹0.5 Cr | +4.94% | — | — | ₹50 Lakhs | — |
| Premium India Mixed Aggressive | Hybrid | — | ₹0.01 Cr | +5.71% | — | — | ₹50 Lakhs | — |
| Premium India Mixed Ultra Conservative | Hybrid | — | — | +8.58% | — | — | ₹50 Lakhs | — |
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. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS