Arthya Yield Plus Portfolio PMS: Returns, AUM & Details
Arthya Wealth And Investments Private Limited • Debt
Arthya Yield Plus Portfolio is a debt portfolio management service (PMS) strategy run by Arthya Wealth And Investments Private Limited, launched on 8 Aug 2024. It manages ₹3.05 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹3.05 Cr
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)
₹3.05 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
08/08/2024
Trailing Returns
Trailing returns
Period
Return
1 Month
+1.05%
3 Months
+5.01%
Since Inception
+8.54%
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.