Klay Securities PMS strategies

Klay Securities runs 3 portfolio management strategies listed with APMI, managing โ‚น23.14 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.

Source: APMI ยท Updated

3 PMS strategies by Klay Securities, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
DPMS - Income PortfolioDebtโ€”โ‚น23.14 Cr+8.59%โ€”โ€”โ‚น50 Lakhsโ€”
DPMS - DiversifiedEquityโ€”โ€”+11.45%โ€”โ€”โ‚น50 Lakhsโ€”
DPMS - PharmaEquityโ€”โ€”+4.89%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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