Approach 2 Elite Value PMS: Returns, AUM & Details
Elite Wealth Limited • Equity
Approach 2 Elite Value is an equity portfolio management service (PMS) strategy run by Elite Wealth Limited, launched on 1 Apr 2010. It manages ₹8.45 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +25.48% over 1 year, +17.40% over 3 years and +17.71% over 5 years (+31.96% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹8.45 Cr
3-year return
+17.40%
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)
₹8.45 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
01/04/2010
Trailing Returns
Trailing returns
Period
Return
1 Month
-1.58%
3 Months
+6.86%
1 Year
+25.48%
3 Years
+17.40%
5 Years
+17.71%
Since Inception
+31.96%
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 Approach 2 Elite Value
What are the returns of Approach 2 Elite Value?
Approach 2 Elite Value has a 1-year return of +25.48%, a 3-year return of +17.40%, a 5-year return of +17.71% and +31.96% since inception. Past performance is not indicative of future results.
What is the AUM of Approach 2 Elite Value?
Approach 2 Elite Value manages ₹8.45 Cr of client assets.
What is the minimum investment for Approach 2 Elite Value?
The minimum investment for Approach 2 Elite Value is ₹50 Lakhs.
When was Approach 2 Elite Value launched?
Approach 2 Elite Value was launched on 1 Apr 2010. It has a 16-year track record.