Balanced FOF PMS by Allegro Securities: Returns, AUM & Details
Allegro Securities Pvt Ltd • Hybrid
Balanced FOF is a hybrid portfolio management service (PMS) strategy run by Allegro Securities Pvt Ltd, launched on 9 Jun 2017. It manages ₹0.84 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +3.55% over 1 year, +11.70% over 3 years and +13.51% over 5 years (+11.92% since inception). The minimum investment is ₹5 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.84 Cr
3-year return
+11.70%
Minimum investment
₹5 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)
₹0.84 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
09/06/2017
Trailing Returns
Trailing returns
Period
Return
1 Month
+5.22%
3 Months
-2.61%
1 Year
+3.55%
3 Years
+11.70%
5 Years
+13.51%
Since Inception
+11.92%
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.
Balanced FOF has a 1-year return of +3.55%, a 3-year return of +11.70%, a 5-year return of +13.51% and +11.92% since inception. Past performance is not indicative of future results.
What is the AUM of Balanced FOF?
Balanced FOF manages ₹0.84 Cr of client assets.
What is the minimum investment for Balanced FOF?
The minimum investment for Balanced FOF is ₹5 Lakhs.
When was Balanced FOF launched?
Balanced FOF was launched on 9 Jun 2017. It has an 8-year track record.