Arthya Multi Asset Portfolio PMS: Returns, AUM & Details
Arthya Wealth And Investments Private Limited • Multi Asset
Arthya Multi Asset Portfolio is a multi asset portfolio management service (PMS) strategy run by Arthya Wealth And Investments Private Limited, launched on 16 Aug 2021. It manages ₹0.97 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +12.24% over 1 year and +12.20% over 3 years (+8.76% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.97 Cr
3-year return
+12.20%
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)
₹0.97 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
16/08/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+3.18%
3 Months
+2.98%
1 Year
+12.24%
3 Years
+12.20%
Since Inception
+8.76%
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 Arthya Multi Asset Portfolio
What are the returns of Arthya Multi Asset Portfolio?
Arthya Multi Asset Portfolio has a 1-year return of +12.24%, a 3-year return of +12.20% and +8.76% since inception. Past performance is not indicative of future results.
What is the AUM of Arthya Multi Asset Portfolio?
Arthya Multi Asset Portfolio manages ₹0.97 Cr of client assets.
What is the minimum investment for Arthya Multi Asset Portfolio?
The minimum investment for Arthya Multi Asset Portfolio is ₹50 Lakhs.
When was Arthya Multi Asset Portfolio launched?
Arthya Multi Asset Portfolio was launched on 16 Aug 2021. It has a 4-year track record.