Anvil Long Holding Strategy PMS: Returns, AUM & Details
Anvil Wealth Management Private Limited • Equity
Anvil Long Holding Strategy is an equity portfolio management service (PMS) strategy run by Anvil Wealth Management Private Limited, launched on 23 Apr 2008. It is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -2.80% over 1 year, +5.05% over 3 years and +17.99% over 5 years (+16.76% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
3-year return
+5.05%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
N/A
Benchmark Index
Nifty 500 TRI
Inception Date
23/04/2008
Trailing Returns
Trailing returns
Period
Return
1 Year
-2.80%
3 Years
+5.05%
5 Years
+17.99%
Since Inception
+16.76%
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.
Frequently asked questions about Anvil Long Holding Strategy
What are the returns of Anvil Long Holding Strategy?
Anvil Long Holding Strategy has a 1-year return of -2.80%, a 3-year return of +5.05%, a 5-year return of +17.99% and +16.76% since inception. Past performance is not indicative of future results.
What is the minimum investment for Anvil Long Holding Strategy?
The minimum investment for Anvil Long Holding Strategy is ₹50 Lakhs.
When was Anvil Long Holding Strategy launched?
Anvil Long Holding Strategy was launched on 23 Apr 2008. It has an 18-year track record.