AAROHAN HOLDINGS AND ADVISORS PRIVATE LIMITED • Multi Asset
Asset Allocation with Dynamic Rebalancing is a multi asset portfolio management service (PMS) strategy run by AAROHAN HOLDINGS AND ADVISORS PRIVATE LIMITED, launched on 1 Apr 2015. It manages ₹195 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +8.87% over 1 year, +18.14% over 3 years and +13.15% over 5 years (+11.45% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +6.18% |
| 3 Months | -0.50% |
| 1 Year | +8.87% |
| 3 Years | +18.14% |
| 5 Years | +13.15% |
| Since Inception | +11.45% |
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.
Book an intro callAsset Allocation with Dynamic Rebalancing has a 1-year return of +8.87%, a 3-year return of +18.14%, a 5-year return of +13.15% and +11.45% since inception. Past performance is not indicative of future results.
Asset Allocation with Dynamic Rebalancing manages ₹195 Cr of client assets.
The minimum investment for Asset Allocation with Dynamic Rebalancing is ₹50 Lakhs.
Asset Allocation with Dynamic Rebalancing was launched on 1 Apr 2015. It has an 11-year track record.
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